Overview
Opportunities capture early-stage fence work before you build a full estimate. Each record ties to a customer, a jobsite address, project notes, visit preferences, and optional files. When the lead is qualified, convert the opportunity to a quote and continue in the fence designer.
Opportunities also arrive automatically from the Contact Form and Lead Generator integrations.
Where in the app: Sidebar → Opportunities
Open: Opportunities
Requires RFQ management permission on your team role.
Opportunities list
| Control | Purpose |
|---|---|
| Search | Filter by request title |
| Filter | All Opportunities, New, or Converted |
| New Opportunity | Open the create flow |
| Row click | Open opportunity detail |
Table columns:
| Column | Content |
|---|---|
| Request Title | Opportunity reference name |
| Date Created | When the record was added |
| Customer Name | Linked customer |
| Company Name | Customer company |
| Job Site Address | Selected site address |
| Contact | Customer phone |
| Quote Type | Materials and Installation or Materials Only |
| Deadline Date | Quote deadline when set |
| Status | New or Converted (Quote Requested badge when applicable) |
| Source | Manual Entry, Lead Generator, or Contact Form |
| Estimation Budget | Min–max range from Lead Generator (when present) |
Scroll the list to load more rows (10 per page). The list refreshes every 30 seconds while the tab is visible so new Contact Form submissions appear.
Row actions (⋮):
- Convert to Quote
- Edit (detail page)
- Delete (confirmation modal)
Status values
| Status | Meaning |
|---|---|
| New | Open opportunity, not yet converted to a quote |
| Converted | A quote was created from this opportunity |
Convert to Quote is hidden on the detail page after conversion.
Workflow
- Create an opportunity (manual) or receive one from Contact Form / Lead Generator.
- Review and update fields on Opportunity detail.
- Convert to estimate when ready to draw the fence and price the job.
- Continue through the estimate workflow in Fence job lifecycle.
Guides in this section
| Guide | Covers |
|---|---|
| Create an opportunity | Customer pick, form fields, Save and Convert |
| Opportunity detail | Customer info, Related, Files tabs |
| Convert to estimate | Convert page and Continue to designer |
| Opportunity sources | Manual, Contact Form, Lead Generator |