TautivaHelp

Sales

Create a new sales opportunity

An opportunity records a potential sale and its progress for the team.

♪ Sales / BD, Owner ♪# 3, 5 minutes #Last checked October 13, 2026.
Supplies record: Some actions depend on role and data conditions, and have not been tested by saving / sending data. Use this as a check guide, instead of proof of transaction testing.

Before you start

Already logged in to the workspace and have the necessary permissions.

Step-by-step instructions

Follow these steps in order. You can keep this guide open while working in another Tautiva tab.

  1. Open the Sales menu and click New opportunity.

  2. In the Customer profile, search for an existing customer and select the correct profile.

  3. Fill in the Opportunity title with the product, project, or customer need.

  4. Fill in the Amount and Currency if the sales value can be estimated.

  5. Determine the Owner responsible for the sales process.

  6. Fill in the Expected close if there is an estimated transaction closing date.

  7. Click Create Opportunity, then schedule a follow-up on the opportunity.

Open the page in Tautiva

PRACTICAL EXAMPLE

Example from daily work

Example: The company's customer requests a quote for 30 licenses. Opportunity title: 'Quote for 30 company licenses'; value and estimated date according to the proposal.

This is a fictional training example. No real customer data was used.

The real view of Sales in Tautiva, recorded October 13, 2026.
Screenshot of Tautiva application taken at October 13, 2026; sensitive information is disabled if there are. Screen settings can change with screen sizes and product updates.

Expected result

A new Opportunity appears in the Sales pipeline, initially in the New stage.

Important notes

  • Expected close is an estimate of the closing date, not a substitute for a scheduled follow-up.
  • Different currency values are not automatically converted.

If something goes wrong

  • Customer profile not found? Search in Customers before creating a duplicate record.

This guide describes the interface reviewed on 13 October 2026. Documentation testing did not send real messages, invite users, process payments, or modify real customer records.