01
Each opportunity’s stage
See where opportunities are in the sales process and follow their progress.
Opportunity tracking
A conversation opens an opportunity.
Track each sales opportunity by stage, with its amount and the conversation that started it. Keep the sales journey in view within the platform.
Let’s talk about this solutionOWI / Pipeline
Original OWI SMART material · Demonstration data
BUILT FOR YOUR OPERATION
Stage, value, and context in view.
02
Keep the amount visible
Each opportunity includes its amount, keeping that detail available as you follow the sale.
03
The conversation that started it
The opportunity stays linked to the conversation that gave rise to it.
How it fits into
your working day.
A clearer way to organize work and keep context across every interaction.
01
Identify an opportunity
A conversation with a contact can become a sales opportunity.
02
See its stage
Track the opportunity by stage and review its associated amount.
03
Return to the context
Refer to the original conversation when you need to revisit what was discussed.
BEFORE YOU START
What you want to know.
Let’s discuss how it applies to your business.
What information does an opportunity include?
You can track its stage, its amount, and the conversation that started it.
Does an opportunity stay linked to a conversation?
Yes. The pipeline lets you track each opportunity alongside the conversation that started it, preserving that sales context.
How can I see where a sale stands?
Stage-based tracking shows where the opportunity stands in the sales process. Its amount and original conversation remain part of that view.
YOUR NEXT STEP