Opportunities

Section: Customer Relationship Management
URL: /admin/opportunities
Page title: (2) Oportunități

Overview

Opportunities represent qualified deals with an associated value, expected close date, and pipeline stage. They are the link between a lead and a closed contract or invoice.

Business value

Represents qualified deals — the bridge between a lead and a closed contract — with value, expected close date, probability, and stage. The basis for revenue forecasting and sales-team accountability.

Who uses it: Sales reps, sales managers, finance, executives
Key benefit: Turns a "feeling" about the pipeline into a defensible number on a forecast.
Metrics it influences: Pipeline coverage ratio, weighted forecast accuracy, sales velocity

Typical use cases:

Forecast next quarter's bookings with weighted-pipeline math
Identify at-risk deals (closing this month, stuck in negotiation)
Tie commission accrual to opportunity stage and value

At a glance

Accessing this module

From the admin sidebar, navigate to Opportunities, or open the URL directly:

/admin/opportunities

List view

The list view shows existing opportunities records. Use it to search, filter, sort, and bulk-act on items.

Common actions

View existing records — open Opportunities from the sidebar to see the list view.
Search and filter — use the search box and column filters to find records.
Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
Edit a record — click a row to open the detail view, then use the edit action.
Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

Method	Path	Purpose
`POST`	`{{base_url}}opportunities`	Add new Opportunity
`GET`	`{{base_url}}opportunities?nr_page=&per_page=`	List all Opportunities
`GET`	`{{base_url}}opportunities/1`	One Opportunity
`GET`	`{{base_url}}opportunities/search/test`	Search Opportunity Information
`PUT`	`{{base_url}}opportunities/:id`	Update Opportunity
`DELETE`	`{{base_url}}delete/opportunities/42`	Delete Opportunity

See the full payload schemas, query parameters, and example responses in the API reference (`Opportunities`).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/opportunities