Opportunities
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/opportunities
How to get there
Section titled “How to get there”Dashboard → Opportunities
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| New | Any signed-in member | Manage also grants it |
| Export 8 rows to CSV | Any signed-in member | Manage also grants it |
What you see
Section titled “What you see”- Lost-reason breakdown
- Opportunities
Table columns
Section titled “Table columns”Opportunity · Contact · Value · Probability · Stage · Expected Close · Owner · Updated
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Next page
Tab: Last page 1
What you can do
Section titled “What you can do”- New
- Filters
- Export 8 rows to CSV
- Opportunity
- Contact
- Value
- Probability
- Stage
- Expected close
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Stage | No | combobox | Any stage |
Loading, empty and error states
Section titled “Loading, empty and error states”Empty state
Error state
Loading state
Popover-Guide state
Last updated 2026-10-27