Managing Opportunities

Editing opportunities, notes, primary quotes, losing/deleting, and opportunity statuses.

Written By Victor Raessen

Last updated 4 days ago

Edit opportunity details, manage notes and primary quotes, track statuses, and configure default settings.

Editing an opportunity

When you select an opportunity, you'll see the opportunity details and related quotes. If your PSA is connected, you can click the PSA icon next to the opportunity name and company to open the details directly in your PSA.

The detail page shows the opportunity summary on the left (name, company, status, pipeline stage, owner, expected close date), the owner and contact cards, and the quotes table and notes section on the right.

Opportunity detail page showing summary, owner, quotes table, and notes Feb 24, 2026

Edit opportunity dialog Feb 24, 2026

Editing an opportunity lets you change:

Title (max 128 characters for Autotask sync)
Description
Company (locked after a quote is sent)
Contact (locked after a quote is sent)
Contract duration (number of months to calculate total order value; disabled when a primary quote exists)
Start date
Owner
Probability
Expected close date
Category (required for Autotask and HaloPSA)
Source
Pipeline stage
Use Revenue/Cost of quoted items (Default, Enable, or Disable)
One-time revenue (auto-calculated when Use Revenue/Cost of quoted items is enabled)
Monthly revenue (auto-calculated when Use Revenue/Cost of quoted items is enabled)
Expected monthly churn
Line of Business (shown when applicable)
Opportunity Team (HaloPSA only)
Opportunity Type (HaloPSA only)
Custom data points (if configured by your admin)

The default values are based on what is configured in the default opportunity settings (see below).

Note: You can only edit opportunities with status Active or Not ready to buy.

Adding notes to an opportunity

You can add notes to opportunities. Notes are synchronized to your PSA as follows:

PSA	Note sync behavior
Autotask	Notes are synced to the corresponding company notes in Autotask with the opportunity linked
ConnectWise	Notes trigger a full opportunity re-synchronization to ConnectWise
HaloPSA	Notes are not synced to Halo. However, quote actions (sent, approved, declined) are recorded as Halo opportunity actions

Adding notes to an opportunity Feb 24, 2026

Setting a primary quote

The blue star indicates the primary quote for an opportunity. Click the star next to any quote to make it primary.

The primary quote determines:

Revenue calculations: When "Use Revenue/Cost of quoted items" is enabled, the opportunity's revenue is derived from the primary quote
Auto-stage updates: Only the primary quote triggers automatic opportunity stage and status updates (if configured)
Contract duration: When a primary quote exists, the contract duration field on the opportunity is disabled and uses the quote's value instead

Setting the primary quote Feb 24, 2026

Losing an opportunity

As long as no underlying quote has been approved, you can use the Lose opportunity button to mark the opportunity as lost. The dialog requires:

Field	Description
One-time revenue	Final revenue amount (disabled when "Use Revenue/Cost of quoted items" is active)
Loss date	When the opportunity was lost (defaults to today, required)
Loss reason	Select from admin-configured loss reasons (required)
Loss reason details	Free-text for additional context (optional)

When you lose an opportunity:

Draft quotes are deleted
Sent and other active quotes are declined with the reason "Opportunity lost"
Approved quotes are not affected
Already-declined quotes are not affected

If a default "lost" pipeline stage is configured in Admin > Opportunities, the opportunity's pipeline stage is also updated automatically.

Your browser does not support video.Lose opportunity walkthrough

Deleting an opportunity

Before you can delete an opportunity in Salesbuildr, you must first delete any associated quotes. Only the opportunity owner or an administrator can delete an opportunity.

Deletion behavior per PSA:

PSA	What happens
HaloPSA	The opportunity is also deleted in Halo
Autotask	The opportunity is marked as inactive in Autotask (Autotask's API does not support deletion)
ConnectWise	The opportunity is not removed from ConnectWise (their API does not support deletion)

Tip: Deleted opportunities can be restored by the opportunity owner or an administrator.

Opportunity statuses

Opportunities can have one of five statuses:

Status	Description
Active	The opportunity is being actively pursued
Not ready to buy	The prospect is not yet ready to make a purchase
Lost	The opportunity was lost (requires a loss reason)
Closed	The opportunity has been closed/won
Implemented	The opportunity has been fully implemented

For pipeline stage setup, swimlane configuration, categories, sources, loss reasons, and opportunity defaults, see Admin > Opportunities.