An opportunity names its party, pipeline and stage, a headline value in its own currency, an expected close date and an owner. Everybody in your company can see every opportunity — records are company-visible, with the owner being the person responsible, not a lock.
An opportunity that began on its own — no lead before it — carries the same Campaign picker: if it opened because of a campaign, record which one on the opportunity itself. The campaign recorded here (or carried in from its lead) is the one conversion stamps onto the resulting quote or first donation.
Move an opportunity with Move stage on its record, or by editing it. Either way the move is written into the Stage history on the record — from, to, when, by whom — in the same moment the stage changes. That history is never edited and never deleted. Moving into a stage marked Won closes the opportunity as won; Lost closes it as lost (pick the lost reason the stage asks for). Changing the expected close date adds a line to the Close-date history — was, became, when, by whom — so a pursuit that keeps slipping says so plainly.
Every party and every opportunity also carries an Activity tab — the same timeline you already know from a customer's record. It brings together the record's own history (created, edited, moved from stage to stage — each in one plain sentence) and your team's notes. Write a note to keep what was said: pin the one that matters so it stays on top, set a follow-up date and a reminder goes out when the day arrives, and @mention a colleague to bring them in — they are notified. Anyone who can open the record can read its Activity; a note can be changed or removed only by the person who wrote it or by a company admin.
The Pipeline board is the same pipeline drawn as columns — one per stage, with the stage's probability and totals at the top and a card for every opportunity: its party, its value, its expected close and how long it has sat in the stage. Choose the pipeline at the top. Moving a card with its Move control is the same move as Move stage on the record — it lands in the same Stage history, because there is only one history. You can also drag a card into another stage's column and drop it there — the column lights up as you hover over it — and the move is recorded in exactly the same way; if a move is not allowed, the board tells you why and the card stays where it was. The Move control stays on every movable card, for keyboards, touchscreens and anyone who prefers it; a converted card cannot be dragged, just as it cannot be moved.
An opportunity can also name what is being discussed. The Product lines section of its form takes products from your own catalogue, each with a quantity and its unit of measure, and an indicative unit price — offered from your price list where one exists, or typed. Indicative means what it says: a snapshot of the conversation, labelled INDICATIVE wherever it is shown, never a governed price — if the opportunity later converts, Sales prices the quote afresh and shows you any difference. Where lines exist, the opportunity's value is derived from them — the form shows the lines total before you save, and the record names its source ("Derived from product lines") — so the headline can never disagree with the lines. Remove every line and the typed value stands again. Editing the product or its price afterwards never rewrites a line you already discussed; the line keeps what was said at the time.