Opportunities
Phase 2 · Sales Module
Sales pipeline tracking. Attach quotes to opportunities, forecast revenue, and stage-gate deals from prospect to close.
Planned capabilities
- •Pipeline view (Kanban + table) with drag-to-stage
- •Account + primary contact linkage from /companies + /customers
- •Estimated value · probability · expected close date
- •Quote attachment (quoting.Quotes ↔ sales.OpportunityQuotes)
- •Owner assignment + ForIT support cross-tenant access
- •Activity timeline (calls, emails, meetings, notes) per opp
Reference: forit-QuoteGen/docs/plans/2026-05-13-aviation-management-design.md