An Opportunity Pipeline is a list of Stages and Statuses that an Asset's Opportunity can move through. This video will take a deep-dive into how an opportunity pipeline works within the Hailtrace app.
Opportunity: A potential or realized sales opportunity with regard to an Asset. Opportunities include a Price,Stage, Status, Trades, and Priority(and can be customized to include more options).
Stage: A pre-defined list of opportunity states that determine the Opportunity’s general relationship with respect to a customer. The valid Stages are as follows: Prospect, Lead, Open, Closed, Lost.
Status: A custom list of opportunity states that determine the Opportunity's specific relationship with respect to an customer. Each Status is a sub-category of a Stage. When an Asset's Opportunity has been granted a Status(a requirement when creating an asset), it is automatically assigned the parent Stage(Prospect, Lead, Open, Closed, or Lost).