Opportunities & Pipeline

Opportunities represent deals in your sales pipeline. Each opportunity is linked to a contact and tracks the deal through stages from initial lead to closed won or lost.

Pipeline Stages

ScendCore uses a 7-stage pipeline by default:

Stage	Description	Color
Lead	New inbound or outbound opportunity	Gray
Contacted	Initial outreach has been made	Yellow
Qualified	Prospect meets your criteria (ICP match, BANT)	Green
Proposal	Proposal or demo has been delivered	Blue
Negotiation	Terms are being discussed	Purple
Closed Won	Deal is signed and revenue is booked	Green
Closed Lost	Deal did not close	Red

Creating an Opportunity

Go to Opportunities in the sidebar.
Click + New Opportunity.
Fill in the details:
- Name — A descriptive deal name (e.g., “Acme Corp - Enterprise Plan”)
- Contact — Link to an existing contact
- Stage — Starting pipeline stage
- Value — Estimated deal value in dollars
- Source — Where the deal originated (inbound, outbound, referral)
Click Create.

Managing Opportunities

Pipeline View

The Opportunities page shows a summary strip with key metrics:

Total pipeline value — Sum of all open deal values
Deals by stage — Count of deals at each stage
Win rate — Percentage of deals closed won vs. total closed

Advancing a Deal

To move a deal to the next stage:

Click on the opportunity to open its detail view.
Select the new stage from the stage dropdown.
Click Save.

AI agents can also advance deals automatically based on conversation outcomes, subject to your Autonomy Controls.

Editing an Opportunity

Click any opportunity to edit its fields:

Name, Value, and Source
Stage — Move the deal forward or backward
Contact — Change the associated contact
Account — Link to a B2B account
Assigned Rep — The human owner of the deal
Assigned Agent — The AI agent working the deal

Revenue Events

ScendCore tracks revenue events for analytics:

Event Type	Triggered When
`pipeline_created`	A new opportunity is created
`stage_advanced`	An opportunity moves to a later stage
`closed_won`	Deal is marked as won
`closed_lost`	Deal is marked as lost
`upsell`	Additional revenue added to an existing deal
`adjustment`	Deal value is modified

Linked Data

Each opportunity connects to:

Contact — The primary person involved in the deal
Account — The B2B company (if applicable)
Conversations — All communication threads related to this contact
Agent Jobs — AI actions taken on this opportunity

AI Agent Interactions

AI agents interact with opportunities through several actions:

Create opportunity — When a qualified lead is identified during a conversation
Advance opportunity — When a deal progresses based on conversation signals
Log notes — Attaching conversation summaries to the opportunity

These actions are governed by your Autonomy Controls. The “advance opportunity” action is classified as high risk and requires approval in Controlled mode by default.