Pipelines & Opportunities
Track deals, opportunities, and progress through your pipelines or projects.
19 articles
- Contact Engagement Score on OpportunitiesThe Contact Engagement Score is a numeric indicator that shows how actively a contact is interacting with your business, helping teams quickly assess and prioritize Opportunities based on real engagement.
- Expanded Opportunity Values and MetricsOpportunity values have time-based, task-related, and appointment-related fields, enhanced sorting and exporting, and a UI update that improves visibility and control across the sales pipeline.
- Invoices and Estimates Available Inside OpportunitiesKyrios allows you to create, send, and view invoices and estimates directly within an Opportunity using the Payments tab, keeping all deal-related financial activity in one place.
- Unlabeled Cards in Opportunity ViewThe Unlabeled card layout for Opportunities provides a compact, single-line display for each field, allowing users to view more deal information at a glance without visual clutter.
- How to Import Opportunities Using a Single CSV FileThis article explains how to create or update Opportunities in Kyrios using a single CSV file by uploading, mapping, verifying, and monitoring a bulk import.
- How to Restore Deleted Opportunities in KyriosKyrios allows users to restore deleted opportunities within 60 days using the Opportunities restore menu and Audit Logs, ensuring sales data can be recovered without rebuilding deals manually.
- How to Export Opportunities in KyriosKyrios allows administrators to export opportunities from pipelines using filters, including custom fields, with no limit on the number of records exported.
- Custom Fields for Opportunities in KyriosCustom Fields for Opportunities allow Kyrios administrators to create, organize, display, and control additional opportunity data fields, including how they appear on opportunity cards and pipelines.
- How to Manage Opportunities in KyriosThis article explains how to manage opportunities in Kyrios by updating statuses, adding lost reasons, using bulk actions, customizing opportunity cards, managing associations, and handling payments directly from an opportunity.
- Opportunities Overview: A 101 GuideThe Opportunities tab in Kyrios is where all leads are managed, tracked through pipeline stages, filtered, exported, and updated, with full access to contact details, notes, tasks, appointments, and ownership…
- How to Create and Edit Pipelinesin Kyrios organize opportunities into clear stages so teams can track progress, automate actions, and control visibility throughout the sales or customer lifecycle.
- Contact Engagement ScoreThe Contact Engagement Score is a numeric indicator that shows how actively a contact is interacting with your business, helping you prioritize Opportunities based on real engagement.
- What Is Adding Prospects to a Pipeline in Prospecting?Add Prospects to a Pipeline lets you add a newly created prospect to an existing pipeline and stage while generating the prospect’s Marketing Audit Report.
- What Is Kanban View in Opportunities?Kanban View lets you manage opportunities visually by pipeline stage while using controls like collapse, resize, and sort.
- List View for OpportunitiesUse List View in Opportunities to view, sort, filter, and customize opportunity records in a tabular format.
- How to Edit an OpportunityEdit an opportunity when you need to update deal details, manage appointments, add notes, assign tasks, or change the opportunity status.
- Delete and Restore Opportunities and PipelinesDelete outdated opportunities or pipelines, then restore eligible deleted records within 60 days when recovery is needed.
- Filtering Opportunities in KyriosFiltering opportunities narrows your pipeline board or list to only the opportunities that match selected conditions.
- Opportunity ForecastingOpportunity Forecasting helps teams estimate expected revenue using opportunity value, expected close date, and forecast probability.