Manage Transactions and Opportunities
A contact record represents the person; a transaction or opportunity represents a specific deal. One person can have more than one over time.
Where to find it: Admin → Pipeline → Transactions or Opportunities
What to do
- Create or open the deal record from the relevant contact.
- Add the property, value, stage, expected dates, and team ownership you can verify.
- Update milestones as the deal changes.
- Keep the contact timeline and deal details aligned.
Good to know
- Do not overwrite an old closed deal to represent a new one.
- Financial values are reporting inputs; keep estimates clearly distinguished from confirmed amounts.
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