Overview
An opportunity is a deal record pulled in from a connected CRM. RevyOps merges Close CRM opportunities and HubSpot deals into a single logical entity, so you can filter and browse them together regardless of which CRM they came from. Opportunities are read from your connected CRM. You do not create opportunities directly in RevyOps, they arrive through the Close CRM and HubSpot sync.Opportunity Fields
For HubSpot deals, RevyOps normalizes the
dealstage value closedwon to won and closedlost to lost; any other stage is treated as active.
Opportunities also support custom fields synced from your Close CRM account, in addition to the standard fields above.
Status
The Status field groups every opportunity into one of three states:The Opportunities Page
The Opportunities page lists every opportunity synced into your workspace for the selected client.- Search by name or stage using the search field at the top of the page.
- Edit filters opens a filter panel where you can build multi-condition filters against any opportunity field, including custom fields. The panel is titled “Find every Opportunity that”.
- Applied filters can be shown as pills above the table; use Clear all to remove every filter at once.
- Use the column picker to choose which fields appear in the table, pin columns, and reorder them.
- Clicking a row navigates to the company the opportunity is linked to, if it is linked to one.