Total Opportunities

—

Active pipeline

Weighted Pipeline

—

Probability-adjusted

Open Tasks

—

Pending completion

Past Due Tasks

—

Need attention

Avg Open Opp Days

—

Active opportunities

Recent Opportunities

Company	Opportunity	Stage	Advisor

Company	Contacts	Opportunities	Date Added

	Company	Opportunity	Stage	Date Created

	Company	Opportunity	Stage	Date Created

	Opportunity Name	Solution	Date Closed	Advisor Company

	Opportunity Name	Stage	Date Created	Advisor Company

Company	Contact Name	Title	Email	Phone

Pipeline by Stage

Opportunities by Solution

Advisor Performance

Advisor	Company	Total Opps	Lead	In Progress	Won	Lost

All Opportunities

Opportunity Name	Solution	Stage	Advisor	Date Created

Name	Email	Role	Company	Joined

Optitech CRM — Advisor Guide

Everything you need to manage your pipeline, clients, and tasks.

📊

Dashboard

The Dashboard is your home screen — a real-time snapshot of your pipeline when you log in.

Total Opportunities

All active opportunities in your pipeline — open, in progress, on hold.

Weighted Pipeline

Probability-adjusted value of your open pipeline. Each stage carries a % weight (e.g. Proposal = 50%, Negotiation = 70%).

Open Tasks

Tasks assigned to you that are pending or in progress.

Past Due Tasks

Tasks where the due date has passed. Address these first each morning.

Avg Open Opp Days

Average age of your active opportunities.

The Recent Opportunities table below the tiles shows your 10 most recently created deals.

🏢

Companies

Companies are your client accounts. Every opportunity and task is linked to a company.

Add a Company — Click + Add Company in the top right of the Companies page. Enter the company name (required), contact name, email, phone, and address. Click Save Contact.

View a Company Profile — Click any company row in the list. This opens the full client profile showing all contacts, opportunities, open tasks, and notes in one place.

Edit a Company — Open the company profile and click Edit in the top right corner of the panel.

💡 The company profile is your hub for a client — create new opportunities, tasks, and notes all without navigating away.

👤

Contacts

Contacts are the individual people at a company. A company can have multiple contacts.

Add a Contact — Open a company profile → click + Add Contact in the Contacts section. Enter name, title, email, and phone.

Edit a Contact — Click Edit next to any contact in the company profile.

View All Contacts — Click Contacts in the left sidebar for a full list across all your companies.

💡 The contact entered when creating a company is shown as the Primary contact. Additional contacts added later appear below it.

💼

Opportunities

Opportunities represent active deals. Click My Opportunities in the sidebar to see your pipeline list.

Create an Opportunity — Click + Add New on My Opportunities, or click + New Opportunity from inside a company profile.

Fill in Details — Select the company, choose a solution type, pick a stage, and enter the estimated value. The weighted value calculates automatically based on the stage.

Update the Stage — Click Edit on any opportunity and change the stage as the deal progresses. Your weighted pipeline updates instantly.

View Full Detail — Click any opportunity row to open its detail view — shows all fields, linked tasks, and notes.

Stage Probability Weights

1.) Lead — 10%

2.) Prospect — 0%

3.) Meeting Set — 10%

4.) Requirements — 30%

5.) Qualifying — 30%

6.) Proposal — 50%

7.) Negotiation — 70%

8.) Closed Won — 100%

9.) Closed Lost — 0%

10.) On Hold — 10%

✅

Tasks

Tasks are action items attached to a company or opportunity. You receive a daily email at 8 AM listing everything due today plus any overdue items.

Create from a Company Profile — Open a company → click + New Task. Select which opportunity or contact the task relates to (optional), fill in the title, assignee, due date, and priority.

Create from an Opportunity — Open an opportunity detail → click + Add Task in the Tasks section. The task links automatically to that opportunity.

Mark Complete — Check the checkbox on any task row. It moves to the Completed section immediately.

View All Your Tasks — Click My Tasks in the sidebar. Overdue tasks show in red at the top.

💡 Both you and your admin receive the 8 AM daily digest. Overdue tasks show in red — clear these before they pile up.

📝

Notes

Notes are permanent, timestamped log entries. They attach to either a company or a specific opportunity.

Add a Company Note — Open the company profile → scroll to the Notes section → type and click Add Note.

Add an Opportunity Note — Open an opportunity detail → scroll to Notes → type and click Add Note.

View All Notes for a Client — The company profile Notes section shows a combined feed of company notes and notes from all linked opportunities, sorted newest first. Blue tags indicate which opportunity a note belongs to.

💡 Notes cannot be edited after saving — only deleted. Add a note after every meaningful client interaction to maintain a clear activity trail.

🗂️

Client Profile View

The Client Profile is your most complete view of a single account. Open it by clicking any company name in the Companies list.

Info Bar

Advisor, phone, email, and address at a glance.

Contacts

All people at this company. Click Edit on any to update details.

Opportunities

All deals — name, days open, value, weighted value, stage. Click any to open full detail.

Open Tasks

Pending and in-progress tasks only. Overdue items show in red. Click any to edit.

Notes

Combined feed from company + all linked opportunities, newest first.

⚡

Quick Tips

Always link opportunities to a company so they appear in the client profile.
Update the stage regularly — your weighted pipeline recalculates in real time.
Add a note after every client call, meeting, or email exchange.
Tasks assigned to you show in My Tasks and inside the linked company or opportunity.
The Kanban board gives a visual column view of your pipeline by stage.
Past Due tasks appear red in the dashboard — clear these first each morning.
If you have questions, contact your admin at joe.paquet@optitechadvisors.com.

Recent Opportunities

Optitech CRM — Advisor Guide

Dashboard

Companies

Contacts

Opportunities

Tasks

Notes

Client Profile View

Quick Tips

Add Opportunity

Opportunity Detail

Add Contact

Add Contact

Contact Detail

Add User

Add Task