[Sugester V2 EN](https://sugester.intum.pl/kb/sugester-v2-en.md) / [CRM](https://sugester.intum.pl/kb/sugester-v2-en/crm.md)

# [Sales Opportunities — Deal Management](https://sugester.intum.pl/kb/sugester-v2-en/sales-opportunities-deal-management.md)

Sales opportunities (deals) are potential transactions with clients. They allow you to track the sales process from the first contact to closure.

## Name

The name of the sales opportunity — a brief description of the transaction (e.g. "Implementation of CRM for ABC sp. z o.o.").

## Description

Detailed description of the opportunity — scope, notes, conditions.

## Responsible

The person from the team responsible for managing this sales opportunity.

## Task

Related task in the Tasks module. Allows you to link the opportunity with specific actions to be taken.

## Client

The client (company) with whom the transaction is being negotiated.

## Status

Stage of the sales process (e.g. New, In Progress, Won, Lost). Statuses are defined in the CRM settings.

## Contact

The contact person on the client's side with whom discussions are being held.

## Next Opportunity

Related sales opportunity — e.g. continuation or next stage of cooperation.

## Closed

Indication of whether the opportunity is closed (won or lost). Closed opportunities do not appear in the active pipeline.

## Department

The department of the company responsible for this sales opportunity.

## Date

Main date of the sales opportunity (e.g. planned closing date).

## Date From

Start date of the period to which the opportunity pertains (e.g. start of the contract).

## Date To

End date of the period to which the opportunity pertains (e.g. end of the contract).

## Time From

Start time (for meetings or events related to the opportunity).

## Time To

End time.

## Net Amount

Net value of the transaction (excluding tax).

## Tax

VAT rate for the transaction.

## Gross Amount

Gross value of the transaction (including tax). It can be calculated automatically based on the net amount and tax rate.

## Currency

The currency in which the transaction value is expressed (e.g. PLN, EUR, USD).

## Invoice Number

The invoice number associated with this sales opportunity. Useful after closing the transaction.

## URL

Link to additional materials — offer, contract, presentation.

## Source

Where the sales opportunity comes from (e.g. contact form, referral, trade fair, cold call).

## External ID

Identifier of the opportunity in an external system (e.g. ERP, Fakturownia). Used in integrations.

## Number

Sequential number of the sales opportunity. Generated automatically or assigned manually.