Opportunities

Opportunities is where every inbound lead starts — before there's a quote, before there's a client record, before anything is priced. It's your pipeline: what's coming in, what's stalling, and what's about to close.

The three numbers up top

1. In-Flight Pipeline Value

   The dollar total of every opportunity that's still open — it excludes anything marked Lost or Dormant, so it only reflects deals you could actually still win.

2. Active Opportunities

   A count of opportunities currently sitting in the New or Presented stages — the ones genuinely in motion right now.

3. Needs Attention

   Opportunities that have gone cold — no activity in 14 or more days. This is the number worth checking first each morning.

Stage tabs

Right above the table, a row of tabs lets you filter the list by where a deal stands: All Leads, New, Presented (a quote has gone out), Won, and Stale (the same 14-day-cold definition as "Needs Attention," called out in red since it's usually the one worth acting on).

Filtering and sorting

Below the stage tabs sits a search box (title, client, or email), a Source filter (Website Form, Landing Page, Social, Referral, Marketing, or Manual Entry — however the lead reached you), and a sort dropdown (Last Activity, Value, or Newest First).

The table

Each row shows the opportunity's title and short description, the contact's name and email, a colored source chip, a status pill, the estimated value, and a "Last Activity & Triage" column that flags anything stale in red so it stands out without you having to scan every row.

Two quick actions sit on the right of every row:

• Create Quote — opens the quote builder pre-filled with this opportunity's contact and details. This is the normal path from Opportunities into Quotes.
• Open — takes you into the opportunity's full workspace, where you can see its complete activity history, attach files, and manage it in more detail.

You can also switch the whole view from List to Kanban using the toggle in the top-right of the controls bar, which lays opportunities out as draggable cards by stage instead of table rows.

Creating an opportunity manually

Click New opportunity (top right) to log a lead by hand — useful for a call, a referral, or anything that didn't come in through a form.

1. Title Header

   A short, descriptive name for the deal — this is what shows in the TITLE column of the list.

2. Email Reference

   The contact's email. Required — it's how Tabulox links this opportunity back to a client record later.

3. Contact Name / Company Name

   Both optional. Fill in what you know now; you can flesh out the rest once the deal is further along.

4. Description Overview Details

   Free-text notes on scope, timeline, or anything else worth remembering about the ask.

Click Generate Lead Card and the opportunity lands in New stage, ready to work.

Capturing leads with a website form

Website forms are the other way opportunities get created — a public form you embed on your site or share as a link, so leads land in your pipeline without you typing them in by hand. They're the second tab at the top of Opportunities (Pipeline · Website forms), at /opportunities/capture, listing the forms you already have. The tab shows how many leads your forms brought in this week.

Click New form, give it a name only you see (e.g. "Contact page"), and choose what it starts with:

• General inquiry — name, email, what they need, and optional company, phone, details and budget.
• Quote request — the service they need, a budget range, timeline, and photos or plans.
• Project brief — project type, goals, budget, start date and reference files.
• Event inquiry — event type and date, guest count, venue and budget.
• Start from scratch — just name and email.

You can also set tags for every lead and the source (Website, Landing page, Social, Referral or Other). Create form opens the form editor.

The form editor

The editor has three tabs, with a live preview of the public form beside them. Try answers in the preview to check your conditions; nothing is submitted. Click Save when you're done. If the form is live, visitors see the changes right away, and past leads keep the answers they gave.

Questions. Drag questions to reorder them, and click one to edit it.

1. Question types

   Short answer, paragraph, email, phone, number, amount ($), date, multiple choice, checkboxes, dropdown, yes/no, file upload, hidden field, and section headings to group questions. Turn on Half width to put two short questions side by side.

2. Save the answer to

   Send an answer onto the opportunity: its title, description, value or desired start date, or the contact's phone or company. For the value, use an amount question, or a choice question whose options each have a dollar amount (e.g. "$5,000 – $10,000" counts as $7,500).

3. Show only when

   Conditional logic: show a question only when earlier answers match, e.g. "Venue name" only when "Do you have a venue booked?" is Yes. Combine several conditions with all or any. Questions that aren't showing aren't required, and their answers aren't saved.

4. File uploads

   Visitors can attach up to 5 files per question (PDFs, images, Word, Excel, PowerPoint, text and CSV, up to 4 MB each; large photos are shrunk automatically). Files land in the opportunity's Files tab.

5. Hidden fields

   Fill a value from the page address (e.g. ?ref=acme for a partner link) or a fixed value, without the visitor seeing it.

Every form keeps a Name and an Email question so each lead has a contact. You can reword them, but not remove them.

Rules. Route leads by what they answered. Each rule has conditions ("Budget is $10,000+", "UTM source is google") and actions: move the lead to a stage, set its status or value, and add tags. Rules run top to bottom; later rules win for stage, status and value, and tags add up.

Settings. The form's name, whether it's accepting submissions, the stage and status new leads land in, their source, and tags on every lead. Edit design changes colors, fonts, logo, title, button text and the thank-you message. Forms show your workspace logo and name (Settings → Branding) unless you upload a different logo for that form.

For advanced styling, Edit design → Custom CSS takes your own CSS. It only applies inside the form, and the editor lists the class names you can target (.cap-card, .cap-submit, [data-question="…"] and more). Links to other sites (url(), @import) aren't allowed.

Sharing it

Share & embed gives you the public link (/o/<token>) and an embed code for your site's HTML (WordPress, Webflow and Squarespace all accept it).

Here's what visitors see with the General inquiry questions:

Where leads came from

Each lead records where the visitor came from, with no setup: UTM parameters (utm_source, utm_medium, utm_campaign, utm_term, utm_content), Google, Meta and Microsoft ad click IDs, the referring page and the landing page. It shows in the opportunity's Lead source card, and rules can use it.

Managing forms

Back on the Website forms list, every form is a row showing its source, question count, tags, how many leads it has brought in, and when the latest one arrived. Click a form's name to open the editor. Search by name or tag, filter to Live or Off forms, and sort by newest, most leads, latest lead, or name. The link icon copies a live form's link, and each row's ⋮ menu has the rest:

• Edit questions & rules — open the form editor.
• Share & embed — the link and embed code again.
• Open form — the public form in a new tab.
• Edit design — customize the public form's branding and copy.
• Generate new link — rotates the token if the old link leaked; past submissions keep their attribution.
• Deactivate — stops new submissions without deleting the form or its history, e.g. once a promotion ends.

Tabulox AI can build these forms too: describe your business and what you want to ask, and it drafts the questions, conditions and rules (saved switched off for you to review).