Opportunities
Every opportunity, with its next action showing.
The workspace leads with what should happen next rather than which stage something is in. Stage tells you where a deal has been; the next action tells you what to do about it this morning — and it is the only one of the two that changes an outcome.
The next action is more prominent than the stage
Deliberately. A pipeline sorted by stage is a report; a pipeline sorted by what needs doing is a working list. Spec §20 asks for this and it changes how the screen gets used.
Priority is always evidence, never a score
“Visited pricing four times and returned within a day” is checkable and arguable. “Score: 92” is neither, and the first time it is wrong the whole thing stops being trusted.
Nothing is left without a next action
Including opportunities where the right next action is to wait until Friday, or to do nothing because a support case is open. An opportunity with no next action is one the system has lost track of.
In this area
6 pages under Opportunities.
Each one is its own surface in the product, and each one is here because it does something the others do not.
The workspace
Company, value, stage, owner, next action — and what it is waiting on.
ReadProspect intelligence
Who is worth attention now, with the reason attached.
ReadCommercial timeline
One history per account, across every channel.
ReadStages
Conventional stages, proposed rather than typed.
ReadReactivation
Your next customer may already know you.
ReadQualification
A recorded answer to a real question, not a score.
ReadThe rest of the platform
This is one part of one loop.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
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