Overview
Opportunities in Vantage help you track potential deals before they turn into active projects. Use them to capture incoming work, follow it through quoting and approval, update the status as it moves forward, and keep all client, pricing, and ownership details in one place.
The Opportunities feature is not enabled by default in Vantage. Contact our support if you’d like to enable it. |
Creating an opportunity
To add a new potential deal, go to the Opportunities tab, click Add new opportunity, and fill in the key details in the drawer.
Adding pricing info
Each opportunity includes pricing info to help you estimate the deal:
Labor – cost for your team to produce, install, or service the signage or graphics.
Travel – costs related to getting your team to the job site (e.g., fuel or overnight stays).
Materials – physical materials needed for the job (e.g., vinyl, frames, or hardware).
Vended – costs from third-party vendors or subcontractors.
Misc – any additional costs.
The Total is calculated automatically based on the amounts you enter.
Opportunities use the currency from your workspace settings for all pricing fields. |
Activity history
The activity history shows what changed, who updated it, and when, so your team can easily follow how the deal has progressed.
Task lists
You can attach a task list to an opportunity to outline the steps needed to move the deal forward. This helps everyone clearly see who’s responsible and what still needs to be done before the deal moves forward.
Learn more about adding and managing task lists in this article. |
Opportunity flow
You can move opportunities through a simple set of statuses as potential deals progress:
Status | Description |
Draft | A newly created deal. |
Sent | The proposal was sent to the client for review. |
Won | The client approved the proposal, and the opportunity can be converted into a project. |
Lost | The client decided not to move ahead with the proposal. |
The Opportunity owner receives a notification whenever the status changes unless they made the change themselves.
You can use the Opportunities feature to track deal progress internally. Proposals aren’t sent to the clients directly from Vantage. |
When you mark an opportunity as “Won”, you’ll be prompted to convert it into a project in Vantage. You can choose to copy documents, comments, and the description into the new project. |
Opportunities marked as “Lost” are hidden by default. You can include them by adjusting the filters on the Opportunities page. |
Attaching documents
You can attach documents to an opportunity to keep all job-related files in one place.
Adding comments
You can use comments to discuss the opportunity with your team directly in Vantage.
FAQ
What is the Opportunities feature used for?
What is the Opportunities feature used for?
Opportunities help you track potential deals before they turn into projects. You can use them to estimate costs, follow approval progress, and get deals ready to become projects.
Why don’t I see the Opportunities page?
Why don’t I see the Opportunities page?
The Opportunities feature isn’t enabled by default in Vantage. Contact support if you’d like to enable it for your workspace.
How do I create a new opportunity?
How do I create a new opportunity?
Go to the Opportunities page > Add new opportunity, and enter the key details in the drawer that opens.
Can I change the currency for a specific opportunity?
Can I change the currency for a specific opportunity?
No. The currency is set in your workspace settings and can’t be changed for individual opportunities.
Can I see who made changes to an opportunity?
Can I see who made changes to an opportunity?
Yes. You can check the activity history to see updates, who made them, and when they happened.
Do I get notified when an Opportunity’s status changes?
Do I get notified when an Opportunity’s status changes?
Yes. The Opportunity owner is notified of status changes, except when they update it themselves.
How can I send a proposal to the client?
How can I send a proposal to the client?
Proposals aren’t sent directly from Vantage. Opportunities are used to track deal progress internally across your team, while proposals are sent outside of Vantage.
Can I use opportunity information to create a project in Vantage?
Can I use opportunity information to create a project in Vantage?
Yes. Marking an opportunity as “Won” lets you turn it into a project and carry over key details.
Why don’t I see opportunities in the “Lost” status?
Why don’t I see opportunities in the “Lost” status?
Opportunities in the “Lost” status are hidden by default to keep the list focused on active work. You can use filters to include them in the opportunities board.