Prepare CRM records
Open Drumbeat → Opportunities. The module provides Opportunities Dashboard, Opportunities, Contacts, Products, and Pipelines; exact tools vary between built-in and Pods modes. Configure the pipeline and product records you intend to use before creating many opportunities.
Create and maintain an opportunity
Use the Opportunities editor to capture the available account/contact, product, owner, value, and pipeline information. Choose the correct stage and save. Reopen the record to verify its saved details. Pods installations can expose organization-specific fields such as discounting and board-champion information.
Use the dashboard
Pipeline cards summarize the saved opportunity data. Expand relevant cards and use their edit, pause, or archive controls as appropriate. Review record-level details before interpreting totals; completeness depends on the values and stages your team maintains.
Keep CRM and sending separate
An opportunity is not a subscriber list or permission to send a communication. Manage recipients in Communications and use the CRM to track the relationship. Settings → Opportunities contains module display, connection, and page options where supported.