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An Opportunity is a deal: an account, a value, a stage, a close date, and the people working it.

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Lifecycle

  1. Detected. Surfaced from a real conversation (see Auto-detecting deals).
  2. Qualified. Moved into your pipeline.
  3. Working. Stage advances as conversations progress.
  4. Won / Lost. Closed with reason and notes.

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AI updates

Stage, next step, blockers, decision criteria, and amount. Kept current from every email and call. See Auto-filling fields.