Opportunities (CRM-Sourced)

The Opportunities tab displays real sales deals pulled from your connected CRM — Salesforce or MS Dynamics. This tab is only visible when a CRM connector is configured, and it is available in Basic State (Deep Intelligence is not required).

Opportunities are real CRM deals. They are different from Whitespaces, which are AI-identified potential opportunities. See Key Concepts & Terminology for the distinction.

The Opportunities list

At the top of the tab, a dynamic count shows total opportunities for this account (e.g. "3 opportunities").

Filter options:

• Closed — All / Yes / No

• Won — All / Yes / No

• Stage — All Stages / specific pipeline stages

Each opportunity card shows:

• Name

• Stage badge (e.g. "Qualification", "Closed Won")

• Close Date

• Contact Count

• ARR (deal value)

• Owner

Opportunity Detail view

Clicking an opportunity card opens the Opportunity Detail view, which has two tabs:

Overview tab

• All CRM fields with non-null values — both standard and custom fields are displayed automatically

• AI-generated insights about this opportunity

• Recent email activity associated with the opportunity

In v1.1, all populated CRM fields are shown automatically. User-configurable field mapping (to show only selected fields) is planned for a future release.

Contact Map tab

• A canvas-based visual of all contacts associated with this opportunity, sourced from your CRM's opportunity-contact associations

• Click any contact to open the Contact Side Drawer

Use "← Back to opportunities" to return to the full list.

Relationship to Whitespaces

There is currently no cross-reference between CRM Opportunities and AI-generated Whitespaces. The ability to transition a Whitespace into a CRM Opportunity is planned for a future release.

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