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
• Account (select single value from list)
  • List of notes in the Accounts folder
  • dv.pages('"CRM/Accounts"').map(page => [page.file.name])
  • dv.pages('"CRM/Accounts"').where(page => page.Active).map(page => [page.file.name])
• Phase (select single value from list in a lookup note)
  • 90 Organize/Lookups/Opp Phases
  • Qualifying
  • Needs Analysis
  • Proposal Made
  • Negotiation
  • Closed Won
  • Closed Lost
• Probability (select single value from list in a lookup note)
  • 90 Organize/Lookups/Opp Probabilities
  • 10
  • 25
  • 50
  • 75
  • 100
• Close Date (select date value from date picker)
• Contacts (select multiple values from list)
  • List of notes in the Contacts folder belonging to the respective account
  • dv.pages('"CRM/Contacts"').map(page => [page.file.name])
  • dv.pages('"CRM/Contacts"').where(page => page.Active).map(page => [page.file.name])
• Decision Maker (select single value from list)
  • List of notes in the Contacts folder belonging to the respective account
  • dv.pages('"CRM/Contacts"').map(page => [page.file.name])
  • dv.pages('"CRM/Contacts"').where(page => page.Active).map(page => [page.file.name])
• Value (number field)
• Products (select multiple values from list)
  • List of notes in the Products folder
  • dv.pages('"CRM/Products"').where(page => page.Active).map(page => [page.file.name])

Queries

Related Interactions

Table

dataview
TABLE WITHOUT ID
	file.link AS Interaction,
	Activity,
	dateformat(created, "yyyy-MM-dd") AS "Date"
FROM "CRM/Interactions"
WHERE contains(Opportunities, this.file.name)
SORT Date DESC

Related