Objectives
This article outlines how to navigate and manage Opportunities in CRM+ Reloaded.
By the end of this guide, you will be able to:
✓ Understand what CRM+ Reloaded and Opportunities are
✓ Navigate the Kanban Board and List View
✓ Track sales progress through Milestones
✓ Customize Opportunity views and manage sales pipelines effectively
Things to Consider
You’ll need the correct permission set to access CRM+ Reloaded.
Opportunities are shown based on the active Sales Process and logged-in Sales Rep.
Sales managers can view Opportunities across all users.
Sales Process and the associated Milestones should already be set up.
These determine the stages visible on your Opportunity Kanban board.
What is CRM+ Reloaded
CRM+ Reloaded is an integrated sales pipeline management tool within BuildOps. It helps your sales team track Opportunities from lead to close, collaborate with operations, and create Service Agreements, Quoted jobs and Projects all in one platform.
It’s designed to support end-to-end sales workflows and give full visibility into your pipeline, helping you make data-driven decisions and drive growth.
How to Access CRM+ Reloaded
Log in to your BuildOps account.
Hover over your company name in the top navigation bar.
Click on the app switcher that appears.
Select CRM+ to switch to the CRM+ Reloaded module.
Depending on your access level, you may see the option to switch between BuildOps Core and CRM+ using the app switcher.
If you are a CRM+ only user, you’ll be automatically redirected to the CRM+ Opportunities Kanban Board when you log in.
What are Opportunities?
Opportunities represent potential sales that your team is working to close. These can range from simple service agreements, quoted jobs, to large-scale projects. Each Opportunity follows a set of Milestones, which reflect the stages of your sales process (e.g., New Lead, Follow-Up, Negotiation, Won).
Kanban Board Overview
Upon opening CRM+, you’ll land on the Opportunity Kanban Board by default.
This view shows all your active Opportunities, organized by Milestone.
If you're a Sales Manager and want to view Opportunities from other team members:
Click the 👤 icon in the top right corner of the Kanban board.
Select the sales rep whose Opportunities you want to view.
From the Kanban Board, you can see:
The number of Opportunities in each Milestone
Total Opportunity value
Confidence percentage
Weighted value (opportunity amount × confidence)
Hover over a Milestone to quickly view this summary.
To move an Opportunity to a different Milestone, simply drag and drop it.
Days in Stage tracks how long an Opportunity has been in its current milestone. This helps you identify Opportunities that may be stagnating.
If you move an Opportunity back to an earlier milestone, it will continue counting from the last time it was in that stage.
List View
For a more detailed view, switch to the List View, which displays your Opportunities in a table format.
You can:
✓ Show or hide specific columns
✓ Drag and drop columns to rearrange
✓ Save a custom view as a Preset
✓ Set a default view for yourself
✓ Share a Preset with your team (make it Public)
Creating an Opportunity
There are four ways to create an Opportunity in CRM+ Reloaded.
1. From the Account Page
Go to the Opportunities section of the Account page.
Click + Create Opportunity.
The Account field will be automatically pre-filled based on the account you're viewing.
2. From the Property Page
Go to the Opportunities section of the Property page.
Click + Create Opportunity.
Both the Account and Property fields will be pre-filled based on the property you selected.
3. From the Opportunity List View
Click the + CREATE button located at the top right of the screen.
4. From the Opportunity Kanban Board
Click the + CREATE button located at the top right of the board.
Steps to Create an Opportunity
When the Create Opportunity modal opens, fill out the following required sections:
General Information
Opportunity Type – Select the type of opportunity. This is defined by your organization through CRM+ Settings and often reflects the type of service or product being offered. The available milestones in the next field will depend on this selection.
Account – Choose the customer associated with the opportunity.
Opportunity Name – Enter a descriptive name for the opportunity.
Owner – By default, your name will appear as the owner. You can select a different sales representative if needed.
Milestone – Choose the current stage or milestone of the opportunity.
Expected Close Date – Indicate when you expect the opportunity to close or be won.
Opportunity Amount – Enter the estimated value of the opportunity.
Budgeted Cost – Provide the estimated cost if the opportunity is won.
Budgeted Hours – Input the projected number of labor hours required.
Margin - This value is automatically calculated based on the Opportunity Amount and Budgeted Cost. When you enter any two of these three fields (Opportunity Amount, Budgeted Cost, or Margin), the third value will be calculated for you.
Description – Add relevant details about the opportunity to give context or define the scope.
Additional Information
Department – Select the Primary Department responsible for managing the opportunity. You can also add Additional Departments if the opportunity requires collaboration across teams.
Only users assigned to the selected departments can access the opportunity.
Properties – Choose the site or property where the work will take place if the opportunity is won.
Work Start Date – Indicate when the work is expected to start.
Work End Date – Indicate when the work is expected to finish.
Sales Reps – If multiple sales reps are involved, select their names here.
Save the Opportunity
Click Create Opportunity to save your entry.
Once created, you’ll be redirected to the Opportunity Page, where you can continue managing and tracking the opportunity.
Opportunity Page
The Opportunity Page in CRM+ Reloaded gives you a detailed view of a specific opportunity, including its key information, current progress, and related records like activities, contacts, and assets.
Opportunity Name - Located at the top-left of the page (e.g., Left Wing Zone Project Bid).
Edit Button - Click Edit (top-right corner) to update the opportunity details.
Close Button - Click Close to mark the opportunity as Won or Lost.
Options Menu - Click the three-dot icon in the top-right to access the option to delete the opportunity.
Milestones
Just below the opportunity name, you’ll see the list of Milestones. Click a milestone to update the current stage of the opportunity. This helps track progress along your sales process.
Hovering over a milestone will display how many days the opportunity has been in that specific stage.
Left Panel
The left panel shows high-level details about the opportunity, helping you quickly identify key context such as the assigned account, contacts, related property, and owner.
Top-Center
At the top center of the page, you’ll find opportunity metrics that help gauge progress and value at a glance:
Opportunity Amount – Total value of the deal.
Budgeted Cost – Estimated internal cost if the job is won.
Budgeted Hours – Estimated hours needed to fulfill the work.
Margin – Percentage margin based on opportunity amount and budgeted cost.
Margin $ Amount – The dollar value of the profit margin.Confidence – A percentage indicating the likelihood of winning the opportunity, based on the current milestone.
Weighted Amount – Calculated as: Opportunity Amount × Confidence %
Opportunity Tabs
Each opportunity contains several tabs to help you manage its full lifecycle.
Note: Depending on the related work to the opportunity, these tabs may vary.
Activity Tab
Log and view all your customer touchpoints: calls, emails, meetings, and notes.
Use filters to view specific activity types (e.g., Call, Email, Text, Meeting).
Click Create Activity to log a new activity.
Fill out the activity information.
Title – Brief description of the activity.
Activity Type – Choose the type (Call, Email, etc.).Date – When the activity is scheduled.
Owner – Person responsible for the activity.
Notes – Add any relevant details.
Contacts – Select from contacts tied to the Account or Property.
Mark as Complete – Check the box if the activity has been completed.
Once saved:
Activities will show under the list, with upcoming or overdue statuses.
To edit: click the activity title.
To mark as complete: either edit the activity or click the checkmark next to the activity type.
To delete: click the three-dot icon to the left of the activity and select Delete.
Activity Table
You can also view all activities across all opportunities by clicking Activity in the top navigation menu. This opens the Activity Table view.
The Activity Table shows a consolidated list of all logged activities across CRM+.
Use the Create Activity button at the top right to add a new activity from this view.
Each row in the table represents a single activity, showing details like:
Title
Activity Type
Date & Time
Contact
Account
Opportunity
Notes
Owner
Completed Date & Time
Status Indicators
The first column of the table shows an icon that indicates the completion status of an activity:
Gray checkmark – The activity is still pending.
Green checkmark – The activity has been marked as completed.
Red triangle – The activity is overdue and not yet completed.
Filtering Options
You can filter activities in several ways to help you locate specific records:
Status – Filter by:
All statuses
Today
This week
Overdue
Complete
Type – Filter by activity type, such as:
Call
Email
Text
Meeting
Column Filters – Click the Filters button to create custom filters based on any column, such as Title, Contact, or Date. Use different operators like “contains” or “equals” to refine your results.
Contacts Tab
Manage the key people involved in the opportunity.
You can Create a New Contact or Add Existing Contact.
To Create New Contact, fill out:
First Name / Last Name
Role and Buyer Role (e.g., Decision Maker, Point of Contact)
Sentiment (Positive, Neutral, Negative)
Related Property (if applicable)
Preferred contact method: Email, Mobile, Landline
Click Create Contact to save.
To Add Existing Contact:
Search and select from contacts already added to the Account.
Assets Tab
The Assets tab lets you associate specific equipment or systems with an opportunity. This helps your team track what’s included in the project scope and ensures all assets are accounted for.
One important feature on this tab is the Coverage column, which shows whether an asset is considered In Scope or Out of Scope for the opportunity.
Coverage Status: In Scope vs Out of Scope
In Scope means the asset is included in the proposal or work plan and will be part of the job if the opportunity is won.
Out of Scope indicates the asset is excluded from the current opportunity.
You can update an asset’s status by selecting it and using the Actions menu:
Click the checkbox next to one or more assets.
Open the Actions dropdown.
Choose Mark as In Scope or Mark as Out of Scope.
From this page you can also create an Asset under the property. Click Create asset at the top right corner of the sections. You may refer to Enhanced Asset Management.
Files Tab
Upload and manage important files tied to the opportunity such as drawings, or approvals. This helps keep all documentation in one place.
Any files uploaded here will automatically transfer to the related service agreement or project when it's created from a closed-won opportunity.
Forecast Tab
View sales projections based on your current pipeline and confidence levels.
Forecasts are calculated using the Opportunity Amount, Budgeted Cost, and Budgeted Hours, and will only generate when the following fields are completed:
Work Start Date
Work End Date
Opportunity Amount
Budgeted Cost
Budgeted Hours
You can choose between Bell or Even Distribution to model expected revenue. This helps with more accurate planning and forecasting.