Opportunities
The Opportunities module is a built-in sales pipeline tool designed for distributors and technical sales teams. It lets you track deals, connect portal activity to specific prospects, and understand how your customers are engaging with your product knowledge.
Overview
With Opportunities, you can:
Track deals through a configurable pipeline of stages
Link portal chat sessions and product research activity to specific opportunities
Monitor engagement metrics per deal
See a maturity score that signals how active and engaged a prospect is
Receive a weekly email report summarizing your pipeline
Setting Up Your Pipeline
Pipeline Stages
The pipeline comes with a default set of stages: New Lead, Contacted, Qualified, Proposal, Negotiation, Closed Won, and Closed Lost. You can customize these to match your actual sales process.
To manage your stages:
Go to Opportunities > Pipeline Settings.
In the stage editor, add new stages, rename existing ones, drag to reorder them, or delete stages you do not use.
Save.
If you delete a stage, the opportunities currently in that stage are not deleted, they will have an unassigned stage and should be moved to a new stage manually.
Custom Fields
If you need to capture deal-specific information beyond the defaults, you can add custom fields to the opportunity form:
Go to Opportunities > Pipeline Settings > Custom Fields.
Click Add Field.
Give the field a name, a label to display in the form, and a field type (text, number, date, yes/no toggle, or dropdown list).
Save.
Custom fields appear on every opportunity's detail form and are included in exports and reports.
Weekly Pipeline Report
DistiForge automatically sends a Weekly Pipeline Report by email to anyone you designate, if the box is checked (Settings).
The report includes:
A summary of your pipeline by stage - how many deals and their total value
New opportunities created in the past week
Deals that moved stages (advanced or fell back)
Your top opportunities ranked by maturity score
Overall portal engagement highlights
Setting Up Report Recipients
Go to Opportunities > Pipeline Settings > Reports.
Add the email addresses of people who should receive the report.
Choose the delivery day and time that works for your team.
Save.
Reports arrive as emails with a summary and a link to your full pipeline in the admin console.
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