Open an opportunity to keep the commercial context and next steps together without leaving the pipeline. Changes save from the right-side workspace while the surrounding board or table remains visible.
Maintain the overview
Use Overview for the connected client, assigned owners, stage, confidence, value, billing frequency, expected close date, description, and to-dos. Add a useful description of the need and use dated to-dos for the next concrete action. The earliest incomplete dated to-do appears directly on the pipeline card and in the Grow lane of the Respond, deliver, grow widget on your Overview dashboard. Only teammates with access to Pipeline are available for assignment.
The opportunity workspace keeps details editable while preserving the pipeline context behind it.
Track time against the opportunity
The Tracked time section in Overview summarizes the time linked to this opportunity: Total, Billable, number of Entries, and when the work was Last worked. Use it to see how much effort a deal is taking before it closes.
Select Add time to record a new time entry. The entry opens prefilled with the opportunity's client and is linked to the opportunity when you save it.
Select Link existing to choose time you already tracked. A time entry belongs to one opportunity, so linking an entry that is already connected to another opportunity moves it here.
Linked time entries also appear in the Activity timeline. Select one to open and edit it without leaving the opportunity.
Add activity from the opportunity
On the Activity tab, select Add activity to create or share work that stays connected to this opportunity:
Email and Book meeting require a contact email on the opportunity.
Send scheduling link and Send form share one of your scheduling links or forms with the lead.
Time entry and Link existing time work the same way as the Tracked time controls.
Agreement, Invoice, and Project require a linked client. Until the opportunity has one, these options are unavailable and prompt you to link a client first.
The menu shows only the options your role can use. Linked agreements, invoices, projects, emails, meetings, and time appear in the Activity timeline so the full history of the deal stays in one place.
Use the supporting tabs
Activity provides a history of meaningful changes and connected work, and the Add activity menu.
Automations shows workflow activity and rules associated with the opportunity.
Notes preserves private sales context that should not be client-facing.
Files stores proposals, briefs, and other documents with the opportunity.
Lead info captures lead-source and other qualification details.
Move the opportunity forward
Change the stage as the sales conversation progresses. A won stage records the result and can promote a prospect to a client; lost and on-hold stages remove the deal from the active forecast. Stage changes may also add default to-dos configured for your workspace.
Turn a lead into a client
When an opportunity is not yet connected to a client, select Create client beside the lead name. Review the prefilled client and primary-contact details, then create the client. Moxie saves and closes the opportunity, links it to the new client, carries over its unassigned forms and booked meetings, and opens the new client detail screen so you can continue the relationship from there.
If the client already exists, use the Client field in Overview instead. This avoids creating a duplicate client.
Keep value and timing realistic
The forecast depends on opportunity value, expected close date, and stage confidence. Update those fields as the deal changes rather than leaving the original estimate in place.
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