Opportunities
The board where the sale happens: five columns, the filters that matter, and what's inside a card when you open it.
Opportunities is the board. Five columns that follow a sale from the moment the agent qualifies an inquiry to the moment it closes — one way or the other.
| Column | What it means | Who moves it |
|---|---|---|
| To contact | Qualified, assigned, nobody has replied yet | The agent puts it here |
| In contact | The rep is already talking to them | Moves on its own when the rep writes |
| Quoted | A price has gone out | The rep |
| Won / Lost | Closed | The rep |
Each card shows the temperature, the channel it came in through, how long it's been sitting, the assigned rep, and the first line of what the customer asked for. That's deliberate: you should be able to decide what to open without opening anything.
The filters
- From catalogue / Custom — whether the opportunity was built from a catalogue item or from scratch. It's a filter and nothing more: it doesn't change how the opportunity behaves. It's useful for one question — how much is the catalogue actually producing.
- Activity and Rep — the usual cuts. The rep filter is only available to the Owner and Admin.
Temperature, and why it's not an opinion
The Hot / Warm / Cold label isn't the agent's impression of how excited someone sounded. It's derived from a score out of 100 that measures how complete the data is: destination, travel dates, number of passengers, nights, city of origin, and whether there's any budget signal.
Two things follow from that, and both are useful:
- Precision counts double. A specific destination scores more than a vague one; exact dates score more than "sometime in summer". The same conversation with sharper answers scores higher.
- The system knows exactly what's missing. That's why an inquiry sitting in Out of funnel tells you "missing dates, at least approximate · has passenger count" instead of just "unqualified". It's the same measurement read backwards, and it's what the agent uses to ask for the one or two things that would move it.
Inside a card
Three tabs. Summary is the one you'll live in:
- Who's working it — the rep who answers this customer.
- Conversation rhythm — when they last wrote, how many messages they've sent, how fast they usually reply, how long it's been in this stage. This is the block that tells you whether it's worth pushing.
- Traveller understanding — occasion, interests, and why they're travelling. What the agent inferred, beyond the hard fields.
- What we know — the summary the agent assembles from the conversation, in one paragraph.
- Catalogue products — what the agent showed them, or what they flagged as interesting.
Plus attachments, and the quote if there is one.
History
Everything that happened to this opportunity, who did it, and when. Not just status changes: field edits show a What changed expander with the before and after.
It's worth reading when something doesn't add up. Entries like "Trama handed it to the sales team — from here on a person follows it, not the agent" or "Entered the pipeline — the customer replied 4 times: there's real interest" explain decisions that otherwise look like they came from nowhere.
Out of funnel
The board's second tab. Opportunities that stepped aside — unqualified, no reply, or archived — each behaving differently. It's covered in Lifecycle.