Opportunities (Sales) — Opportunity Workflow: Create, Triage, Convert to Project

Estimated reading time: 3 minutes

Overview

The Opportunities section in Coperniq is the starting point of the sales process. This is where incoming leads and sales opportunities are captured, reviewed, and managed through a workflow before eventually being converted into Projects (and later into Work Orders).

The Opportunity workflow allows your team to:

• Create and manage new opportunities

• Move opportunities through custom workflow stages

• Assign owners and track sales progress

• Convert approved opportunities into Projects manually or automatically

• Organize communication, notes, and customer activity in one place

Accessing Opportunities

• Log into the Coperniq web app

• From the left-hand menu, select Opportunities under the CRM section

• Choose the Opportunities tab at the top

  

You’ll land on the Oppurtinities dashboard, which includes:

• A list of Opportunities grouped by workflows (e.g., Service Pipeline, Project Pipeline)

• Stages that track progress, such as New Opportunity , Proposal, Closed Won, Closed Lost, Nurture

• A toolbar to search, filter, group, and sort requests

• Multiple viewing layouts to customize how records are displayed

• A CSV export option in the top-right corner to export Opportunity records

Creating a New Opportunity

To create a new Opportunity, click the + Opportunity button in the top-right corner.

There are two ways to create an Opportunity in Coperniq:

1. Manually Creating an Opportunity

   1. Complete the Opportunity form

   2. Click Create

   The opportunity will automatically appear in the first stage of the selected workflow.

2. Creating an Opportunity Using AI

   Use the Ask AI section at the top of the form to speed up opportunity creation.

   Simply enter a description or upload related files/documents, and the AI will automatically populate available opportunity details for you.

Opportunities may also be automatically created via:

• Client portal submissions

• Imported leads from external sources

Opportunity Workflow Stages

Opportunities move through a workflow pipeline that represents your sales process.

• Opportunities can be advanced between stages as they progress (e.g., from New opportunity to Proposal, then to Closed Won).

• Stages can differ depending on whether the opportunity belongs to a Service workflow or a Project workflow.

• Each opportunity workflow can be customized, and the stages can be modified to reflect your team’s process.

Managing Opportunities

Triage ensures requests are reviewed and organized correctly:

• Assign a sales rep or owner

• Update missing details

• Add notes or log communication in the right panel (notes, calls, emails, SMS, portal messages)

• Toggle on Show Archived to view archived records/tasks when needed

• Add reminders, tasks, Work Orders, forms, and other related activities

  

• Move the Opportunity to another stage/site as needed

• Archive invalid or duplicate Opportunities to keep the pipeline clean

Converting an Opportunity to a Project

When an Opportunity is moved to a Closed Won phase, it can be converted into a Project either manually or automatically.

1. Manual Conversion

1. Go to the Projects page

2. Click + Project

3. Select the existing client linked to the Opportunity

4. Complete the required project details or utilize the AI feature to assist you

5. Click Create

The Opportunity will now be linked to the newly created Project.

2. Automatic Conversion from a Closed Phase

If the Opportunity phase is configured as a Closed phase type, moving the Opportunity into that phase will automatically open a conversion window.

From this window, users can:

• Mark the Opportunity as Won or Lost

• Add a reason for closure (optional)

• Choose whether to:

  • Create a Project

  • Create a Service Work Order

  • Just close the Opportunity

• Select the Project Workflow

• Copy approved quote line items into the new Project (if available)

• Click Apply