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.

Open your Sales pipeline

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 Home's Grow lane. Only teammates with access to Pipeline are available for assignment.

The opportunity workspace keeps details editable while preserving the pipeline context behind it.

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.

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.

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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