Pipeline & Importing

View, filter, and sort your sales pipeline, and import opportunities from your PSA.

The opportunity overview page

On the dashboard, navigate to Opportunities to see the opportunities you have created.

You can view your opportunities in two ways:

• List view — a sortable, filterable table (default)
• Swimlane view — a Kanban board grouped by pipeline stage, with drag-and-drop support

Toggle between views using the icons in the top-right corner of the page.

The overview page shows key pipeline metrics at the top, filter options in the left sidebar, and a table of your opportunities.

The list view shows the following columns:

1. Name (and PSA ID, with external link to your PSA)
2. Contact
3. Age
4. Status (pipeline stage + opportunity status)
5. Recurring Revenue
6. One-Time Revenue
7. Monthly Profit
8. Yearly Profit
9. One-time Profit

Admin note: Administrators also see a Sync State column showing the synchronization status with your PSA.

Above the table, you'll see key metrics: Opportunities Created, Opportunities Closed, Conversion Rate, Recurring ARR, One-Time Revenue, and a breakdown by pipeline stage.

Swimlane (Kanban) view

The swimlane view displays your opportunities as cards organized by pipeline stage. Drag and drop cards between columns to update their stage.

Each card shows the opportunity name, company, contact, owner, age, days in stage, and revenue. Drag and drop cards between columns to update the pipeline stage (only works for active opportunities). The swimlane loads a maximum of 1,000 opportunities — use filters to narrow results if you have more. Administrators can click the Configure button to select which pipeline stages appear as columns.

Filter opportunities

You can filter opportunities using the left sidebar, based on:

1. Company
2. Status
3. Category
4. Pipeline Stage
5. Source
6. Loss Reason
7. Created Date
8. Updated Date
9. Close Date
10. Expected Close Date
11. Owner
12. Manager
13. Owner Company

Sort opportunities

In the top-right section, you can sort opportunities by:

• Name
• Last updated
• Age
• Contact
• Expected close date
• Monthly Profit
• Yearly Profit
• One-time Profit

Importing opportunities

Importing from Autotask

Salesbuildr automatically imports newly created opportunities from Autotask every hour.

Older opportunities can be imported manually by clicking Import from Autotask and searching for the opportunity you want to import.

The Autotask overview shows pipeline stages imported from your Autotask configuration and displays the Autotask opportunity ID next to each entry.

Importing from ConnectWise

You can import opportunities from ConnectWise by clicking Import from ConnectWise. Search by ID or name, then import individually or in bulk.

Importing from HaloPSA

Click Import from Halo to search for and import opportunities from HaloPSA. The import dialog lets you search by name and import opportunities one at a time.

When importing from Halo, Salesbuildr will also import any missing companies and contacts that are referenced by the opportunity.

Updating opportunities from your PSA

Autotask

Salesbuildr will automatically fetch updates for opportunities that have been set to status closed in Autotask (this check runs every hour). Changes to non-closed opportunities in Autotask are not automatically synced. Use the Fetch updates from Autotask button on the opportunity detail page to manually pull the latest data.

ConnectWise and HaloPSA

ConnectWise and HaloPSA opportunities are synchronized bidirectionally. Changes made in your PSA are reflected in Salesbuildr automatically.Importing from HubSpot

If you have a HubSpot connection, click Import from Hubspot to search for and import HubSpot deals as opportunities. The import dialog lets you search by deal name and import deals one at a time.

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See also

• Opportunities — Opportunities

• Managing Opportunities — Opportunities

• Fulfillment Tickets — Post-Sale

• Opportunities — Admin

• Autotask Configuration — Integrations