Business management feature
The front of the sales funnel: capture leads (prospects you are not doing business with yet), work them by phone and meetings, and turn the good ones into opportunities — deals with a value, a probability and a pipeline stage — that end won (and become quotations and orders) or lost.
The Leads & Opportunities feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Leads & Opportunities feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
A lead is a prospect: a company or person that showed interest but is not a customer yet. You fill in the date, the prospect's name, the contact person, e-mail, phone, the country/city (choosing a country narrows the city list) and where the lead came from (source — website, referral, trade fair…).
See the fields and stepsAn opportunity is a deal in progress, moving through the pipeline. You fill in the date, a name (what the deal is), the customer (once there is one), the expected value and currency, the win probability (%, starts at 10) and the expected close date. The owner is the responsible rep; the lead link records where the deal came from.
See the fields and stepsConnected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
The front of the sales funnel: capture leads (prospects you are not doing business with yet), work them by phone and meetings, and turn the good ones into opportunities — deals with a value, a probability and a pipeline stage — that end won (and become quotations and orders) or lost.
It connects with Professional Services, Wholesale, Customer, Quotation, document numbering, Employees.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
