Before configuring anything, it’s important to understand how Sales are structured in Tribe. In this first step, you learn how relationships, opportunities, pipelines, and commercial context fit together. This gives you a shared foundation before you start shaping the system to your own process.
Table of Contents
Introduction to Sales
What is a sales opportunity
How to create a sales opportunity
The four building blocks of a sales opportunity
Commercial relationship types: when to use what?
1. Introduction to sales
You start with a high-level overview of how Tribe structures sales. Relationships represent long-term connections, while sales opportunities represent individual deals that can repeat over time. One relationship can contain multiple opportunities, each with its own details, phases, products, and activities.
Exploring this structure yourself helps you understand how Tribe separates long-term relationship management from active sales work.
2. What is a sales opportunity
Sales opportunities are the central place where individual deals are tracked. They store all deal-specific information, progress, and communication while keeping long-term relationship data separate.
Using opportunities consistently helps you maintain a complete sales history per relationship and gives you a clear overview of all ongoing deals.
3. How to create a sales opportunity
Next, you learn how opportunities are created and used in practice. An opportunity brings together communication, products, follow-ups, and expected revenue in one place.
By creating opportunities consistently, you ensure every potential deal is tracked clearly, improving collaboration and giving you reliable insight into your pipeline.
4. The four building blocks of a sales opportunity
Each opportunity is structured using four elements: details, phases, products, and activities. Together, they define what you are selling, where the deal stands, and what actions are taking place.
Using these building blocks consistently keeps your sales process transparent and easy to follow.
5. Commercial relationship types: when to use what?
Commercial relationship types indicate the maturity of a relationship in your funnel. They provide context for how relationships should be approached, but they don’t replace opportunities for tracking individual deals.
By using them consistently and keeping the setup simple, you create clarity in your CRM without adding unnecessary complexity.
Quick Summary
By completing Step 1, you understand how sales is structured in Tribe and how deals, relationships, and context work together. Now it’s time to configure the system to match your own process.
Continue to the next step: Configure your sales process