The Sales Module in Tribe helps you track, manage, and complete your sales opportunities from first contact through to signed agreement. It keeps all related information in one place, including customer interactions, products, quotations, and follow-ups. You might use this feature when managing multiple deals, coordinating with colleagues, or forecasting future revenue. By following this guide, you will learn how to create, manage, and progress sales opportunities using the Sales Module.
How to create a sales opportunity
In Tribe, a sales opportunity can be created in several ways: from a relation or activity, via a widget, or using the + Add button at the top of the screen. Regardless of the entry point, all opportunities work the same once created.
However, we recommend starting from a contact or relation whenever possible, as this automatically creates the correct links and context.
Create a sales opportunity from a Contact
Starting from a contact ensures that the sales opportunity is immediately linked to the right relationship, keeping your CRM structured and accurate.
Steps:
Search and open the Contact.
Click the button "+ New" below the tab Activities.
Select Sales opportunity.
Enter the key details of the opportunity.
Select Save and Open to continue.
By creating the opportunity from a contact, all related activities, communication, and reporting remain correctly connected without extra manual work.
What is shown on the sales opportunity screen?
The sales opportunity screen gives you a complete overview of everything related to a specific deal. All communication and follow-up actions are linked here, including:
Tasks
Appointments
Emails
Quotations
Notes
Key Fields Explained
Phase
Shows the current stage of the opportunity in your sales process.Opportunity %
Indicates the probability of closing, automatically linked to the selected phase.Estimated amount
The expected value of the opportunity, used for revenue forecasting.Source
Shows where the opportunity originated, such as a campaign or referral.Expected order date
Determines when the opportunity appears in your pipeline and forecast.Final phase
Used to mark the opportunity as Won, Lost, or Cancelled.
Note! The forecast shown in dashboards is calculated by multiplying the estimated amount by the probability percentage.
Quick summary
A sales opportunity is the central place to manage a specific deal
Use the Sales Module for all potential and active sales
Create opportunities via the + Add button or directly from a relation
Track progress, communication, and follow-ups in one place
Forecasts are based on the estimated amount and closing probability
Using sales opportunities consistently helps you maintain clarity, improve collaboration, and gain accurate insight into your sales pipeline.