1. Sellora AI Platform User Manual
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  1. Sellora AI Platform User Manual

Opportunities

The Opportunities module under Sales Manager is where you create and manage deals as they progress through the sales pipeline in Sellora AI.
When a person responds to a Campaign and the response represents a potential sales opportunity, Sellora AI can automatically add it to the Opportunities module. This allows campaign engagement to move directly into the sales pipeline for further follow-up and management.
Opportunities can be managed using either:
Board view
Table view
Tip: Review opportunities regularly and keep their stages, values, dates, companies, and contacts up to date.

Access Opportunities#

Go to:
Sales Manager → Opportunities
Screenshot 2026-08-21 at 07.52.00.png
The Opportunities page displays the current sales pipeline and the total value of open opportunities.

Board and Table Views#

Use the view selector in the upper-right area of the Opportunities page to switch between:
Board
Table

Board View#

The Board view provides a visual pipeline where opportunities are organized according to their current sales stage.
The Board view is horizontally scrollable.
Screenshot 2026-08-21 at 07.55.14.png
Slide the board to the left using the horizontal scroll bar at the bottom to view the remaining opportunity stages.
Screenshot 2026-08-21 at 07.58.46.png
This allows you to move across the full pipeline and view all available stages, including:
New
Qualified
Meeting
Proposal
Negotiation
Closed Won
Closed Lost
Each stage displays the number of opportunities currently assigned to it and the combined value of those opportunities.
Tip: If all opportunity stages are not visible on your screen, slide left to view the remaining stages.

Opportunity Cards#

Each opportunity appears as a card within its current stage.
Screenshot 2026-08-21 at 10.45.17.png
A card can display information such as:
Opportunity name
Related company
Opportunity amount
Date, when available
Campaign information, when the opportunity is associated with a campaign
Use the card to quickly understand the current status of the deal.

Move an Opportunity Between Stages#

You can update the sales stage directly from the Board.
Screenshot 2026-08-21 at 10.46.39.png
To move a deal:
1.
Locate the required opportunity card.
2.
Drag the card from its current stage.
3.
Drop it into the appropriate new stage.
For example, a deal can move through:
New → Qualified → Meeting → Proposal → Negotiation → Closed Won
If the opportunity does not proceed successfully, move it to Closed Lost.
Important: Keep the stage current so the Board accurately represents your sales pipeline.

Table View#

Select Table to review opportunities in a structured list.
Screenshot 2026-08-21 at 10.48.36.png
The Table view can display:
Opportunity
Company
Contact
Campaign
Amount
Stage
Date
Actions

Opportunity#

Displays the name of the deal.

Company#

Shows the company associated with the opportunity.

Contact#

Shows the person associated with the deal.

Campaign#

Displays the campaign associated with the opportunity when applicable.
If the opportunity was not created from a campaign, this field may be blank.

Amount#

Shows the current monetary value assigned to the opportunity.

Stage#

Shows the current pipeline stage.

Date#

Displays the date associated with the opportunity when one has been entered.

Actions#

The Actions column provides the available action for the opportunity, including the option to delete it.
Screenshot 2026-08-21 at 10.50.53.png
Use the Table view when you want to compare opportunity information in a compact list rather than visually by stage.

Search Opportunities#

In Table view, use Search deals... to locate a specific opportunity.
Screenshot 2026-08-21 at 10.50.00.png
This is useful when the pipeline contains multiple deals and you need to find a particular opportunity quickly.

Create a New Deal#

You can manually create an opportunity from the Opportunities page.
Screenshot 2026-08-21 at 10.55.37.png
Select:
+ New deal
The New deal panel opens.
Screenshot 2026-08-21 at 10.56.11.png
Complete the available fields.

Deal Name#

Enter a clear name for the opportunity.
This field is required.

Company#

Select the company associated with the opportunity.
This field is required.

Contact#

After selecting a company, select the appropriate contact associated with that company.
This field is required.

Amount#

Enter the expected value of the opportunity.
The amount is entered in USD in the current interface.

Stage#

Select the current pipeline stage.
The default stage is New.

Date#

Select a date for the opportunity when required.
After completing the information, select:
Save and close
The new deal is added to the Opportunities pipeline.

Open Pipeline Value#

The Open value near the top of the page shows the combined value of opportunities that are currently open.
Screenshot 2026-08-21 at 10.57.15.png
This gives you a quick overview of the current value of the active sales pipeline.
In Board view, each pipeline stage also displays:
Number of deals in that stage
Total value of deals in that stage

Delete a Deal from the Board#

In Board view, point to or hover over an opportunity card.
Screenshot 2026-08-21 at 11.08.32.png
The Delete icon appears on the card.
To delete the deal:
1.
Locate the required opportunity.
2.
Hover over the opportunity card.
3.
Select the Delete icon.
4.
Confirm the deletion when the confirmation window appears.
Important: Deleting an opportunity permanently removes the deal and cannot be undone.

Delete a Deal from Table View#

In Table view, the Delete icon is displayed in the Actions column.
Screenshot 2026-08-21 at 10.50.53.png
To delete an opportunity:
1.
Locate the required deal.
2.
Select the Delete icon.
3.
Review the confirmation message.
4.
Confirm the deletion.
Use Cancel if you do not want to remove the opportunity.

View Opportunity Details#

Select an opportunity from either the Board or Table view to open the Opportunity Details page.
Screenshot 2026-09-01 at 20.15.57.png
The Opportunity Details page provides a complete overview of the selected opportunity, including its current sales stage, value, close date, associated contact, and other deal information.

Opportunity Summary#

At the top of the page, you can review the main opportunity information, including:
Screenshot 2026-09-01 at 20.17.12.png
Opportunity name — displays the name of the selected opportunity.
Stage — shows the opportunity's current pipeline stage, such as Proposal.
Amount — displays the monetary value assigned to the opportunity.
Close — shows the expected close date for the opportunity.
From this section, you can also select:
Move stage — to move the opportunity to another stage in the sales pipeline.
Edit — to update the opportunity information.

Opportunity Information#

The Opportunity section provides additional information about the deal.
Screenshot 2026-09-01 at 20.18.29.png
This can include:
Stage — the current pipeline stage.
Probability — the estimated probability of successfully closing the opportunity.
Owner — identifies the owner responsible for the opportunity.
Label — displays any label associated with the opportunity.
Campaign — displays the campaign associated with the opportunity, when applicable.
If the opportunity is not associated with a campaign, the Campaign field may display -.

Contact Details#

The Contact section displays information about the person associated with the opportunity.
Screenshot 2026-09-01 at 20.21.00.png
Available information can include:
Contact name
Job title
Company
Email address
Phone number
Select View Person Details to open the associated person's profile and review their complete information.
Select Company to access the company associated with the contact.
Tip: Use the Opportunity Details page to review the complete deal information before updating its stage, value, close date, or other opportunity details.
To return to the Opportunities page, select Opportunities from the breadcrumb at the top of the page.

Keep Opportunity Information Current#

As the opportunity progresses:
1.
Keep the opportunity in the correct pipeline stage.
2.
Update the opportunity amount when required.
3.
Confirm the correct company is associated.
4.
Confirm the correct contact is associated.
5.
Update the date when applicable.
6.
Review campaign and outreach activity when relevant.
7.
Move successful opportunities to Closed Won.
8.
Move unsuccessful opportunities to Closed Lost.

Typical Opportunity Workflow#

1.
A potential opportunity is identified manually or through campaign engagement.
2.
Open Sales Manager → Opportunities.
3.
Create a new deal when required.
4.
Select the related company and contact.
5.
Enter the opportunity amount and date when applicable.
6.
Assign the correct stage.
7.
Review the opportunity in Board or Table view.
8.
Drag the deal between stages as the sales process progresses.
9.
Update the opportunity information when needed.
10.
Move the opportunity to Closed Won or Closed Lost when the final outcome is known.

Why is the Opportunities Module Important?#

The Opportunities module provides a central view of your sales pipeline.
It helps you:
Create and manage deals.
Automatically capture relevant campaign responses as opportunities.
Organize deals by sales stage.
Track the value of open opportunities.
Review deal counts and values by stage.
Move opportunities visually through the pipeline.
Review opportunities in a structured table.
Connect deals with Companies and Contacts.
Identify opportunities associated with campaigns.
Track important opportunity dates.
Manage deals through to Closed Won or Closed Lost.
Delete opportunities that are no longer required.
Tip: Use Board view for visual pipeline management and Table view when you need to review detailed opportunity information across multiple deals.
Modified at 2026-09-01 14:55:56
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