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Opportunities are your deals, synced from Salesforce or HubSpot. Quivly shows them next to everything else you know about the customer — health, usage, support load — instead of in a separate CRM tab.

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Views

The Opportunities page offers three layouts:
  • Board — deals as cards grouped in columns.
  • List — a filterable, sortable table.
  • Calendar — deals laid out by date.
You can filter and sort, then save the setup as a named view to return to (or share). Views save explicitly — adjust, then save. Frequently used views can be pinned. Each customer’s page also has an Opportunities tab showing just that account’s deals, and open pipeline feeds the customer’s revenue picture and health score context.

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FAQ

Deal data comes from your CRM — the CRM stays the system of record. Use Ask Quivly or agents to analyze and act on pipeline.
Opportunities update as your CRM integration syncs. Check the integration’s detail page for sync activity.