Opportunities

These are potential sales or contracts that you’re pursuing. You’d typically track the value of the deal, the stage it’s at (e.g., initial contact, proposal, negotiation), and the likelihood of it closing.

In Obsidian, you can create a note for each opportunity and link it to related notes, such as companies, contacts, and activities. This can help you maintain a clear view of each opportunity and its status. Remember, the goal of tracking opportunities is to help you manage your sales process more effectively and increase your success rate.

Relationships

See Obsidian CRM Structure

Fields

• opportunity (text input)
  • Automatically filled via Templater
  • Opportunities
• accountName (text input)
  • Use [[account]] to link the opportunity to the parent account
• oppPhase (select single value from list in a lookup note)
  • 90 Organize/Lookups/Opp Phases
  • Qualifying
  • Needs Analysis
  • Proposal Made
  • Negotiation
  • Closed Won
  • Closed Lost
• oppProbability (select single value from list in a lookup note)
  • 90 Organize/Lookups/Opp Probabilities
  • 10
  • 25
  • 50
  • 75
  • 100
• closeDate (select date value from date picker)
• contacts (text input)
  • Use [[contact]] to link the opportunity to the contacts
• decisionMaker (text input)
  • Use [[contact]] to link the opportunity to the contact
• oppValue (number field)
• products (text input)
  • Use [[product]] to link the opportunity to the products
• icon (used by the Iconizer plugin)
• iconColor (used by the Iconizer plugin)
• aliases
• tags
  • CRM
  • Opportunity

Related