Who This Is For / When to Use
This guide is for sales teams and admins who manage deals in Kyrios pipelines and need to update opportunity data, customize views, analyze lost deals, or create invoices and estimates tied to opportunities.
How to Update an Opportunity Status (Open, Lost, Won, Abandoned)
Opportunity status updates control whether a deal is active, closed, or no longer pursued and are used for reporting, filtering, and workflow logic.
Open Opportunities from the left navigation.
Click an opportunity card to open the edit panel.
Select the Status dropdown.
Choose Open, Lost, Won, or Abandoned.
Click Update to save.
How to Add or Create a Lost Reason
Lost reasons explain why a deal was closed as lost and help analyze sales performance trends.
Change the opportunity Status to Lost.
Click the Lost Reason field.
Select an existing reason or type a new one.
Click Create new lost reason if the value does not exist.
Save the opportunity.
How to Delete an Opportunity
Deleting an opportunity permanently removes the deal record but does not delete the associated contact.
Open the opportunity you want to remove.
Click the Delete (trash) icon at the bottom of the panel.
Confirm the deletion.
How to Use Bulk Actions in Opportunities (Card View)
Bulk actions allow updating multiple opportunities at once without switching to list view.
Open Opportunities in card (Kanban) view.
Select multiple cards using the checkboxes.
Click Edit to open bulk actions.
Update status, lost reason, or values.
Click Save.
How to Customize Opportunity Cards
Opportunity card customization controls which fields and actions appear on pipeline cards.
Open Opportunities.
Click Manage Fields.
Select Customize Card.
Choose Default, Compact, or Unlabeled layout.
Select up to 7 fields to display.
Click Apply.
How to Apply Card Changes to All Pipelines
Card customizations can be applied to one pipeline or all pipelines in the location.
Customize the opportunity card.
Click Apply.
Select All pipelines.
Click Confirm.
How to Display Engagement Scores on Opportunities
Engagement scores help prioritize opportunities based on contact interactions.
Open Customize Card.
Enable Engagement Score in fields.
Save changes.
Engagement scores also appear in opportunity tables and exports automatically.
How to Share Direct Opportunity Links (Opportunity Routing)
Each opportunity has a unique URL that can be shared for direct access.
Open an opportunity.
Copy the browser URL.
Share the link with team members.
How to Manage Custom Object Associations with Opportunities
Associations link opportunities with other objects such as events or custom objects.
Open an opportunity.
Click the Associations tab.
Click Create Association.
Select the object and relationship type.
Save the association.
How to Manage Payments Inside an Opportunity
The Payments tab connects estimates, invoices, and transactions directly to an opportunity.
Open an opportunity.
Select the Payments tab.
Click Actions.
Choose Create Estimate or Create Invoice.
How Invoices and Estimates Stay Linked to Opportunities
All invoices and estimates created from an opportunity remain permanently linked to that deal.
Creating from Payments tab auto‑links the record.
Creating via workflow also maintains the link.
Linked invoices appear inside the opportunity Payments list.
Common Issues and Fixes
Changes Do Not Appear on Other Pipelines
Apply card changes to All pipelines when saving customization.
Cannot Add More Fields to Card
Only 7 fields can be shown on a card at one time. Remove an existing field first.
Lost Reason Is Required
When status is Lost, a lost reason must be selected or created.