Opportunities are an easy way for Kyrios to track potential revenue inside your pipeline. Each opportunity belongs to a pipeline stage, so you can see where the deal stands and what needs to happen next.
By the end of this phase:
You can see where revenue opportunities stand
Sales conversations follow a process
Estimates, invoices, and contracts are structured
Payments and deals move through a system
Revenue is no longer tied to memory or scattered messages
Opportunities are how Kyrios tracks potential revenue inside your pipeline. Each opportunity belongs to a pipeline stage so you can see where the deal stands and what needs to happen next.
Why this matters
Revenue gets messy when it lives in scattered places:
a conversation thread
a note
a quote someone meant to send
a follow-up someone forgot
a deal that is “probably close” but not tracked anywhere
That makes sales feel unpredictable. Opportunities give each potential sale a visible place in the system.
You can see:
who the opportunity is with
what stage it is in
what it may be worth
what needs to happen next
What you will do
You will:
Open your opportunities pipeline
Understand how opportunities connect to contacts
Move an opportunity through stages
See how revenue activity connects to the opportunity
Where to go
Click Opportunities
Open your sales pipeline
Select an opportunity card
Step 1 — Understand opportunities
An opportunity is a potential sale, project, or revenue event. It is always tied to a pipeline stage.
That means every opportunity has a visible status.
Examples:
New Lead
Follow-Up Started
Contact Engaged
Appointment / Next Step Set
Won
Lost
Abandoned
Your exact stages may be different, but the idea is the same. Each stage tells you where that revenue opportunity stands.
Step 2 — Understand how opportunities connect to contacts
Opportunities are tied to contacts.
That matters because the contact record holds the relationship history:
conversations
tasks
appointments
notes
invoices
documents
estimates
So you are not just tracking a deal. You are seeing the full customer context behind it.
Step 3 — Move the opportunity forward
When the status changes:
Open the opportunity (Alternatively, you can drag and drop it anywhere in the pipeline)
Move it to the correct stage
Update any important details
This keeps your pipeline honest. That matters. A pipeline full of outdated cards is just a spreadsheet wearing a nicer outfit.
Step 4 — Connect revenue activity
Opportunities can connect to revenue tools inside Kyrios, including:
invoices
estimates
contracts
documents
appointments
This helps you see more than “someone might buy.” You can see the steps that move the opportunity toward revenue.
Important note
Moving an opportunity does not automatically trigger anything by default. Workflows are what automate next steps. The pipeline shows where things stand. Workflows handle what happens next.
What happens next
Once you use opportunities consistently:
revenue becomes easier to track
follow-up is clearer
open deals are visible
stale opportunities are easier to spot
conversations, estimates, invoices, and documents stay connected to the right contact
Where to look
You can review opportunity activity in:
Opportunities
Contact records
Conversations
Helpful resources
Use these if you need more detail:
What to ignore for now
You do not need to start with:
opportunity imports
exports
custom fields
engagement scoring
advanced metrics
Those are useful later. Right now, the goal is simply to make sure every revenue opportunity has a visible place to move forward.
That is how revenue starts becoming easier to manage.