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Documentation Index

Fetch the complete documentation index at: https://docs.conversion.ai/llms.txt

Use this file to discover all available pages before exploring further.

An opportunity in Conversion represents a qualified sales deal in progress, synced from Salesforce. Each opportunity is linked to a company (account in Salesforce) and captures deal-specific data such as stage, amount, close date, and probability.

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Relationship to companies

Opportunities always exist within a company, forming a one-to-many relationship. A single company can have many opportunities, but each opportunity belongs to exactly one company. It is common for a company to have more than one opportunity. For example:
  • Separate product deals — A company may be evaluating two different products, each tracked as its own opportunity with distinct stages, amounts, and close dates.
  • Different timelines — A company may have a deal that closed last quarter and a new deal in early-stage negotiations.
  • Expansion and upsell — An existing customer may have a renewal opportunity running alongside an expansion deal for additional seats or a new product line.
Beyond the company relationship, individual contacts can be assigned to specific opportunities through Opportunity Contact Roles (OCRs). This creates a many-to-many relationship between contacts and opportunities, letting you track exactly who is involved in each deal. See Opportunity Contact Roles for a deep dive.

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What’s next

Viewing Opportunities

Filter, search, and organize your opportunities list with views and columns.

Opportunity Record

View and edit an opportunity’s details, company info, and relationships.

Opportunity Contact Roles

Understand how contacts are linked to opportunities through OCRs.