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KatekileWorldwidekatekile Docs ERP user guide
  1. Guide
  2. Sales & CRM

Opportunities

Track a specific deal — value, probability and expected closing — through to quotation.

Used bySales MgrCSR

An Opportunity is a concrete deal: a customer or lead, the card products, an amount, a probability and an expected closing date.

Who: Katekile Sales Manager, Customer Service Rep. Menu: CRM → Opportunities.

Opportunity cards with value and probability.
Opportunity cards with value and probability.

Create an opportunity

  1. Create → Opportunity from a lead or customer, or CRM → Opportunities → Add Opportunity.
  2. Set Opportunity From (Lead / Customer / Prospect) and the party.
  3. Set Opportunity Type, Source, Expected Closing Date, Probability (%) and Opportunity Amount.
  4. On the Items tab add the card products with quantity and rate.
  5. Set the Opportunity Owner and save.
Opportunity header: pipeline (Open → Replied → Quotation → Converted), Change Status, owner and assignment, amount, probability, expected closing, source and territory.
Opportunity header: pipeline (Open → Replied → Quotation → Converted), Change Status, owner and assignment, amount, probability, expected closing, source and territory.

Moving the deal forward

  • Use Change Status for Open, Replied, Quotation, Lost, Closed. Choosing Lost asks for the lost reason.
  • When you are ready to price it, use Create → Quotation — the items carry across. Then follow Quotations & Approval.

Last updated October 16, 2026