What it is
Opportunities is YND OS's sales pipeline view. Every potential job — from the moment a lead comes in to the day it's installed — lives here as an opportunity record, moving through defined pipeline stages.
Who can use it
Same access as Customers: CSR, Door Expert, Project Manager, Design Concierge, Manager, and Executive. Admin and Executive bypass all gates.
How to get there
/opportunities for the pipeline list, /opportunities/$id for a single opportunity.
Key screen areas
| Area | What it shows |
|---|---|
Pipeline list (/opportunities) | All opportunities, typically grouped or filterable by stage |
Opportunity detail (/opportunities/$id) | Full record: customer, stage, notes, linked estimate/proposal |
Edit (/opportunities/$id/edit) | Update opportunity details |
Appointments new (/opportunities/$id/appointments/new) | Book an appointment tied to this opportunity |
Proposals new (/opportunities/$id/proposals/new) | Start a proposal for this opportunity |
Payments new (/opportunities/$id/payments/new) | Take a payment (e.g. the SAD) against this opportunity |
Projects (/opportunities/$id/projects) | Project(s) created once the opportunity is sold |
Pipeline stages
New Lead → consultation booked → estimate → proposal sent → sold (SAD paid) → site assessment → scope validation → project deposit → manufacturing release → installed.
Step-by-step how-tos
Move a lead through the pipeline
- A new website lead lands automatically in New Lead (created by the Framer form webhook, with property lookup already filled in on the customer page).
- Book a consultation appointment from the opportunity to move it forward.
- Once an estimate is built (
/estimate) and a proposal sent, the stage updates to reflect that. - When the customer pays the SAD (Site Assessment Deposit), the opportunity becomes sold.
Mark a job as sold
- Collect the Site Assessment Deposit through
/opportunities/$id/payments/newor the Payments page. - Paying the SAD is what marks the job sold — there's no separate manual "mark as sold" step.
- Once sold, site assessment must be scheduled within the 48-hour SLA.
Correct a mistake after a proposal was sent
- Proposals are immutable once created — you can't edit the numbers on a sent proposal.
- To fix an error, the sale must be reversed/"unsold" and a corrected proposal re-issued. See
/help/features/proposals-workbenchfor details.
Tips & Warnings
Tip: Use the Opportunity detail page as your hub — it links out to the estimate, proposal, and payment for that job so you don't have to search separately.
Warning: Don't try to edit a sent proposal to fix pricing or scope errors — it can't be changed. Reverse and re-issue instead.
Note: Site assessment must be scheduled within 48 hours of the SAD being paid (sold).
Related pages
/help/features/customers/help/features/estimates-pricebook/help/features/proposals-workbench/help/features/payments-sad/help/features/projects-openings