> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revyops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunities

> Track deals synced from Close CRM and HubSpot in one unified view.

## 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

| Field            | Description                                    |
| ---------------- | ---------------------------------------------- |
| **Name**         | The deal's name                                |
| **Amount**       | Deal value                                     |
| **Currency**     | Currency of the amount (Close CRM only)        |
| **Stage**        | The deal's current pipeline stage              |
| **Status**       | Normalized status: `active`, `won`, or `lost`  |
| **Pipeline**     | The pipeline the deal belongs to               |
| **Confidence**   | Close CRM's confidence percentage for the deal |
| **Value Period** | How the deal's value recurs (Close CRM only)   |
| **Deal Type**    | HubSpot's deal type                            |
| **Note**         | Free-text note on the deal (Close CRM only)    |
| **Close Date**   | Date the deal was won or lost                  |
| **Updated Date** | Date the deal record was last updated          |

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:

| Status   | Meaning                      |
| -------- | ---------------------------- |
| `active` | The deal is still open       |
| `won`    | The deal closed successfully |
| `lost`   | The deal was lost            |

## 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.

## Selecting a Client

Like other RevyOps list pages, the Opportunities page is scoped to one client at a time. Use the client selector at the top of the page to switch which client's opportunities you're viewing.