Manage an Opportunity dossier

Keep stages, priorities, tasks, notes, people, and documents together.

Before you start

A Job that has been tracked as an Opportunity.

Open Opportunities and select the record. Check the company, role and ticket identifier to confirm you are editing the correct Opportunity.
Set its current stage and priority. Stages reflect your real progress; you can capture work late without moving through every earlier stage.
Set a Next Action and optional due date. Use tasks for additional preparation and notes for relevant context.
Review linked applications, interviews, contacts and documents in the dossier. Keep important decisions in the record so you can return later.
When work ends, close the Opportunity and choose the actual outcome.

The dossier explains the current situation, the history, and what happens next.

Board dragging is optional. Use the stage control in the dossier when dragging is inconvenient or unavailable.
Closing needs an outcome. Choose the recorded result rather than treating Closed as a generic holding stage.