Creating and Managing Opportunities¶

Create new sales opportunities, assign contacts, estimate deal values, set win probabilities, and prioritize deals in CURQ 18.

1. Overview of Opportunities in CURQ¶

In CURQ 18, an opportunity reflects a qualified sales prospect or potential contract. Opportunities move across visual pipeline stages until they are won or lost.

Every opportunity tracks:

The contact or organization.
The expected revenue and estimated closing date.
The automated or manually assigned win probability.
The assigned salesperson and designated sales team.
The priority level to help sales teams focus on high-impact deals.
Connected meetings, quotations, sales orders, and communication history.

2. Quick Creation from the Pipeline Kanban¶

You can create an opportunity directly from the Kanban pipeline view using either of two buttons:

Top Control Panel + New Button:
- Located in the top left control bar.
- Clicking + New opens the quick creation card inside the first column (New stage).
Column Header + Button:
- Located on the right side of each individual stage column header (New, Qualified, Proposition, Won).
- Clicking the + icon opens the quick creation card directly inside that specific stage. This allows you to log a deal directly into Qualified or Proposition without creating it in New first.

CRM Pipeline Kanban view highlighting the top New button and column header plus buttons

Fields on the Quick Creation Card:¶

The quick creation card displays the following fields:

Contact: Select an existing contact from the database, or type a new name to create a contact card immediately.
Opportunity: Enter a clear, descriptive title (such as Product Pricing or Cloud Migration Contract).
Email: Contact email address, automatically populated when an existing contact is picked.
Phone: Contact phone number.
Expected Revenue: Enter the estimated monetary value of the deal.
Priority: Click the star icons to set urgency (1 star = Low, 2 stars = Medium, 3 stars = High).
Recurring Revenue: If recurring revenues are enabled, specify the recurring amount and time period (such as Monthly or Annually).

CRM Quick creation card open inside the New stage column showing contact, opportunity title, revenue, priority stars, and Add button

Click Add to place the opportunity card into the column immediately, or click Edit to open the full form view.

3. Detailed Opportunity Form View¶

Clicking any opportunity card opens the full form view. Here you configure comprehensive commercial details across several sections:

CRM Opportunity full form view showing header metrics, contact details, expected closing with priority stars, stage statusbar, and chatter

Main Columns:¶

Left Column:
- Contact: The contact company or individual linked to the deal.
- Email: Direct email address.
- Phone: Direct telephone number.
Right Column:
- Salesperson: The internal user responsible for guiding the deal to closure.
- Expected Closing: Target date to close the contract.
- Priority: Priority star rating placed directly alongside the expected closing date.
- Tags: Color-coded categorization tags (such as Software, Services, or Consulting).

Tab Sections:¶

Internal Notes: A rich text area for internal discovery notes, technical constraints, or customer requirements.
Extra Information: Holds extended contact details, marketing attribution, and operational tracking metrics.

CRM Opportunity form Extra Information tab showing Contact Information, Marketing, and Tracking sections

Contact Information¶

Field	Description
Company Name	Legal name of the customer company or organization.
Address	Complete street address, city, state, postal code, and country.
Website	Customer web address or portal link.
Language	Preferred communication language for quotations and messages.
Contact Name	Full name of the primary contact person.
Title	Salutation or honorific title (such as Mr., Ms., Dr.).
Job Position	Role or professional title within the client company.
Mobile	Mobile telephone number for direct calls or text messages.

Marketing¶

Field	Description
Campaign	Specific promotional campaign that generated this deal.
Medium	Delivery channel used to reach the prospect (such as Banner, Email, or Direct).
Source	Origin platform or touchpoint (such as Search Engine, Referral, or Trade Show).
Referred By	Name of the individual or partner who introduced the prospect.

Tracking¶

Field	Description
Company	Internal operating company managing the deal.
Sales Team	Designated sales team handling the account (such as EU Sales or Wholesale).
Days to Assign	Total days elapsed between lead creation and salesperson assignment.
Days to Close	Total days elapsed between deal creation and final Won or Lost status.

Smart Buttons:¶

Meeting: Shows scheduled calendar meetings.
Similar Leads: Warns if potential duplicate leads exist.
Quotations: Displays connected draft quotations.
Orders: Appears once an offer is confirmed, displaying the untaxed total value of confirmed sales orders.

4. Connecting an Opportunity to a Quotation¶

When a prospect is ready for formal pricing, create a sales quotation directly from the opportunity record:

Open the opportunity form.
In the top button bar, click New Quotation.

CURQ automatically creates a draft quotation with the customer, salesperson, and sales team pre-filled.
Add products, configure quantities, apply discounts, and send the quotation to the client.
Once a quotation is confirmed into a Sales Order, the revenue amount and order status link back directly to the Orders smart button at the top of the form.

To organize daily follow-ups, schedule customer calls, and manage planned meetings, see My Activities.