Opportunities & Pipelines

Take control of your sales pipeline with the

Select the fields you want to update and enter the new information

Prospecting is now more tightly connected to your CRM, making it easier to move from discovery to deal tracking without extra manual steps. When adding a new prospect, the Add to a pipeline option can send that prospect directly into your sales pipel

We’ve launched Opportunity Notes that lets you link notes to both Opportunities and Contacts independently. This gives you more flexibility in how you manage and view your notes in both opportunities and contacts.

Currently, only the most recent opportunity associated with a contact enters the workflow. However, with the introduction of the "Allow Multiple Opportunity" feature, users can enable workflows to handle multiple opportunities for the same contact. E

In this Article:

Streamlined pipeline navigation lets you create and edit pipelines from the same dropdown you already use to switch pipelines. This reduces context switching and makes on-the-fly pipeline adjustments much easier for admins and sales leaders.

Opportunity Smart Lists help teams save and reuse customized views in the Opportunities area of Bizura. Instead of rebuilding the same filters, sorting, and visible fields each time, users can save a configured view and return to it whenever they nee

Opportunity Forecasting in Bizura helps teams move beyond simple pipeline tracking and into more accurate revenue planning. With the Forecast tab inside Opportunities, teams can review expected revenue, monitor deal timing, spot risks, and improve fo

Kanban view in Bizura Opportunities gives your team a visual way to manage deals across pipeline stages. It helps you quickly scan active opportunities, adjust how stages appear, and sort records based on the data that matters most. This view is espe

This article explains how to duplicate an existing pipeline within a sub-account or copy it to other sub-accounts in Bizura. This feature helps replicate pipeline structures without manually rebuilding them.

Control exactly who can see or change each sales pipeline, keep sensitive deals private, and give every team member a clutter-free view that matches their role. This article shows how to manage Pipeline Permissions in Bizura.

Smart Tags help you

To share a specific opportunity:

Allow Multiple Opportunities per Contact

You can choose up to

With this new feature, you can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced management and delegation of responsibilities within your organization.

The new List View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view. Here’s what you can do with it:

In this Article

Bizura’s filtering tools help you find the right opportunities fast across busy pipelines. This guide explains filter types, operators, and common date presets so you can segment deals precisely.

This article will guide you through importing opportunities into Bizura using a CSV file. Learn how to prepare your data, map fields, and ensure a smooth import process to keep your sales pipeline organized and up-to-date.

Bizura now allows you to assign different owners to contacts and their related opportunities. This gives teams more flexibility in managing tasks and responsibilities—especially useful when different team members handle lead nurturing vs. sales conve

Deleting opportunities and pipelines helps declutter your CRM, while the restoration tools ensure data recovery is simple and secure. Whether you’re cleaning up your CRM or reversing an accidental deletion, this guide explains exactly how to do it.

Understanding the different opportunity statuses and how to update them empowers users to manage their sales workflow efficiently and maximize conversion rates. This comprehensive guide will walk you through the process of updating opportunity status

Bizura offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales processes. In this comprehensive guide, we'll explore the step-by-step process of editing opportunities in Bizura

Custom Fields for Opportunities give you the flexibility to tailor your CRM to match your exact sales process. By creating, organizing, and applying custom fields, you can track details that matter most to your business—from sales deadlines and clien

Opportunities are pivotal in managing potential sales within Bizura. This guide walks you through

Pipelines in Bizura help you organize and automate your sales or service workflows by visually tracking opportunities through defined stages. This article explains how to access pipelines, create a new pipeline, add and manage stages, and configure d

Opportunities in Bizura represent potential sales or deals at various stages of the sales pipeline.

Pipelines in Bizura let you visually manage opportunities as they move through different stages of your sales or service workflow. With the updated Pipelines experience powered by the HighRise design system, pipelines are easier to navigate, faster t