π° Opportunity
AI
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Opportunity AI Agent
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What Opportunity AI can help you with
List and search opportunities by name, account, stage, or status
View full opportunity details β contacts, products & history
Create new opportunities with account and stage assignment
Update opportunity fields β amount, stage, close date, probability
Close opportunities as Won or Lost
Add, update, or remove products on an opportunity
View sales pipeline summary across all stages
Generate revenue forecasts by date range
Delete opportunities
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List Opps
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Details
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Pipeline
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Forecast
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Create Opp
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Update Opp
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Add Product
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Update Product
Voice Input:
Click the mic and speak β words appear instantly!
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Ctrl+L
List
Ctrl+P
Pipeline
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Forecast
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Stages:
Prospecting β Qualification β Proposal β Negotiation β Closed Won / Lost
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