---
title: 'Sales Opportunities'
description: 'Manage leads, sales stages, and contacts in one place – with a Kanban board, journal, and custom fields.'
search:
  tags: ['sales', 'verkaufschancen']
---
The **Sales** or **Sales → Opportunities** area (English _Opportunities_) is there to organize potential projects. It's the phase in the customer lifecycle where a customer hasn't **placed any order** yet. In this stage, you keep in touch with contacts, collect info, and set reminders to systematically move the lead forward.

![Leadtime interface](/images/help-center/sales/verkaufschancen-01.png)

This is a B2B sales CRM **integrated into Leadtime**. Opportunities in Leadtime work as **projects** you can assign to an organization. An organization can have as many opportunities as you want. The goal of every opportunity is to create an **offer** – so it can be linked to one or more offers, and if you're successful, it turns into an **implementation project**.

So the **Sales** area adds to the classic implementation projects in the system: it starts **one step earlier** – where requirements come up, talks happen, and potential deals get prepared.

**All about [Projects](/projects/projects)**

### How it works

In the **Opportunities** view, all sales projects are shown in one place. You can group and filter them by **Phase**, **Status**, **Owner** or **Organization**.

---

## Views

### List view

![Leadtime interface](/images/help-center/sales/verkaufschancen-02.png)

Shows all opportunities in a table. Each row contains, depending on the displayed columns, for example:

- **Short name** (automatically generated, e.g. BION-1)
- **Name** (project name)
- **Organization** (associated company)
- **Category** (e.g. Onboarding, Maintenance)
- **Status** (Sales, Implementation, etc.)
- **Open tasks** (number of open to-dos)
- **Phase** (current progress in the sales process)

### Kanban view

![Leadtime interface](/images/help-center/sales/verkaufschancen-03.png)

Shows opportunities in columns, grouped by **phase** or **status**.

Each card shows the most important project details, like organization, contact person, tasks, and tags.

With one click, you can move the phase of an opportunity by drag-and-drop — perfect for your daily sales work.

---

## Sales Phases

![Leadtime interface](/images/help-center/sales/verkaufschancen-04.png)

The sales phases are in the section

**Administration → Workspace Settings → Project Settings**

defined. There, you can create new phases, rename existing ones, or remove them.

**Examples:**

- Uncontacted
- Research
- Contact made
- Reminder
- Implementation
- Won
- Finished

Sales phases can be defined here: [Project settings](/administration/workspace-settings/project-settings)

## Custom Fields for Opportunities / Projects

Below the phases in **Administration → Workspace setting → Project settings** you can add **Custom Fields** to store extra info, for example:

- **Probability** (Chance of closing)
- **Source** (Lead source)
- **Region** or **Segment**

Custom Fields for projects can be defined here: [Project settings](/administration/workspace-settings/project-settings)

---

## Opportunity detail view

![Leadtime interface](/images/help-center/sales/verkaufschancen-05.png)

When you open a single opportunity, you’ll see:

### Left column (detail view of an opportunity)

The left column in the detail view of an opportunity contains all information about the related **organization** and its **contacts**.

#### Contact data

![Leadtime interface](/images/help-center/sales/verkaufschancen-06.png)

Here you'll find the basic organization data:

- **Address**: Main address of the organization.
- **E-mail**: Main contact address of the company.
- **Phone number**: General phone number for questions or to make contact easier.
- **Website**: Direct link to the company's website.

These details are connected to the organization management in Leadtime. So if you make changes here, they'll also apply to the organization itself.

#### Members

![Leadtime interface](/images/help-center/sales/verkaufschancen-07.png)

In the **Members** section, all company contacts assigned are listed.

Each entry shows:

- **Name and department**
- **Academic degree (optional)**
- **Email address and phone number**
- **Mailing address** of the contact
- **Influence level**: Shows how much decision-making power the person has in the company (e.g. _Low_, _High_, _Top decision maker_).
- **Attitude**: Describes the contact's attitude towards the project (e.g. _Enthusiastic_, _Neutral_, _Skeptical_).
- **Personality**: Provides info about the person's communication style (e.g. _Initiative_, _Dominant_, _Stable_, _Conscientious_).

New members can be added using the **“+ Add member”**. They’ll then show up in the organization overview as well.

#### Estimates

![Leadtime interface](/images/help-center/sales/verkaufschancen-08.png)

This shows all price indications, offers, or cost estimates linked to the sales opportunity.

Each entry includes:

- **Title** (e.g. _Price estimate_ or _Project offer_)
- **Type** (e.g. _Project Document_)
- **Status** (e.g. _Draft_, _Approved_, _Sent_)
- **Price details**
- **Created by / on** – shows the author and the creation date.
- **Download button** – lets you download the document as a PDF.

This way you always keep track of all offers and cost estimates that come from a sales opportunity.

More about offers here: [Projects – Documents tab (only single projects)](/projects/documents-tab)

### Middle column – Journal

The **Journal** is the communication and activity log of an opportunity. All activities, feedback, and interactions with the potential customer are documented here.

![Leadtime interface](/images/help-center/sales/verkaufschancen-09.png)

Each journal entry includes:

- **Author and date** (e.g. _Lukas Ebner left this feedback on 16/07/2025_)
- **Mood (Mood Tag)** – shows how the contact or conversation was perceived (_Happy_, _Neutral_, _Sad_)
- **Text field:** The actual note entry
- **Reminder:** Optional follow-up date to keep track of follow-up activities or responses.

With the **+ Post journal entry** button, new entries can be added. This function is especially useful to:

- Capture conversation notes or phone contacts,
- Document feedback from emails or meetings,
- Log moods and trends in the customer relationship,
- Set follow-ups for next contact points.

The journal supports complete traceability of all activities and lets your sales team communicate clearly.

### Right column – Project details

![Leadtime interface](/images/help-center/sales/verkaufschancen-10.png)

- Status, phase, responsible
- Description
- Tags and additional fields
- Closing probability and source