OTMS Training & Support

Opportunities & Pipelines (CRM)

The Opportunities & Pipelines (CRM) training page gives users a clear starting point for learning how to manage their sales process inside OTMS. It links out to the essential core trainings for setting up pipelines, moving opportunities through stages, tracking deal activity, and organizing records for better visibility and follow-up.

Opportunities & Pipelines Overview

Opportunities & Pipelines Overview introduces how OTMS tracks leads as “opportunities” and moves them through customizable pipeline stages so you can see exactly where every deal stands at a glance.

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Opportunity Status Types

Opportunity Status Types explains the meaning and best use of Active, Won, and Lost–style statuses so you can categorize each opportunity correctly and keep your pipeline reporting accurate.

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Setting Up Your First Pipeline

Setting Up Your First Pipeline walks users through creating a pipeline, naming it clearly, and building the stages that reflect their real sales or service process inside OTMS.

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Designing Stages That Make Sense

Designing Stages That Make Sense shows users how to create clear, action-based pipeline stages that match their real customer journey and make it obvious when an opportunity should move forward.

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Editing & Managing Pipeline Stages

Editing & Managing Pipeline Stages covers how to add, rename, reorder, and delete stages so your pipeline stays organized as your process changes over time.

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Adding Leads to a Pipeline

Adding Leads to a Pipeline shows how to manually create opportunities, import contacts in bulk, or send new prospects straight into a selected pipeline stage so every lead is tracked from the start.

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Setting Opportunity Values

Setting Opportunity Values explains how to assign a dollar amount to each deal so you can measure pipeline value, improve forecasting, and report on potential revenue more accurately.

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Using Custom Fields on Opportunities

Using Custom Fields on Opportunities teaches users how to add deal-specific details like budget, urgency, timeline, or service type so each opportunity captures the information that matters most to their process.

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Moving Opportunities Through Stages

Moving Opportunities Through Stages shows how to update a deal as it progresses by dragging it to a new stage, editing it manually, or automating stage movement based on activity and workflow rules.

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Board View vs. List View

Board View vs. List View explains when to use the visual Kanban-style board to drag deals between stages versus when to use a more compact, spreadsheet-style list to scan and update opportunity details quickly.

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Filtering & Searching Opportunities

Filtering & Searching Opportunities covers how to quickly find the right deals by using search, filters, and saved views so you can focus on the most important opportunities in your pipeline.

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Tracking Notes & Tasks on an Opportunity

Tracking Notes & Tasks on an Opportunity shows how to log call notes, add follow-up tasks, and keep all activity tied to a specific deal so your team always knows what happened last and what’s due next.

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Bulk Actions

Bulk Actions shows how to update, move, assign, or delete multiple opportunities at once so you can clean up and manage your pipeline faster without editing each record one by one.

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Automating Pipeline Stage Actions

Bulk Actions shows how to update, move, assign, or delete multiple opportunities at once so you can clean up and manage your pipeline faster without editing each record one by one.

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Multiple Opportunities Toggle in Workflows

Multiple Opportunities Toggle in Workflows explains how to let the same contact run through a workflow separately for each opportunity, which is useful when one person can have more than one active deal at the same time.

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Decoupling Contact & Opportunity Owners

Decoupling Contact & Opportunity Owners explains how to let a contact and its opportunity have different assigned owners, giving teams more flexibility when one person manages the relationship and another manages the deal.

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Pipeline Reporting & Dashboard

Pipeline Reporting & Dashboard shows how to track pipeline health with opportunity widgets, revenue trends, win rates, stage performance, and filtered dashboard views so you can monitor results and spot issues quickly.