Opportunity details

Opening an opportunity record gives you a comprehensive view of a deal — all the information, communication history, linked tasks, and activity in one place. This page explains every section of the opportunity detail panel and how to work with it.

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Opening an opportunity

• Board view — click any opportunity card to open the detail panel as a side drawer
• List view — click the opportunity name in any row to open it

The detail panel slides in from the right without leaving the board or list view, so you can make updates and return to your pipeline immediately.

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Core fields

The top section of the detail panel contains the primary deal information. All fields can be edited by clicking them.

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Additional contacts

A single opportunity can be linked to up to 10 additional contacts beyond the primary contact. This is useful for deals with multiple stakeholders — for example, a B2B sale involving both a decision-maker and a procurement contact. To add additional contacts:

1. Open the opportunity detail panel
2. Scroll to the Additional Contacts section
3. Click + Add Contact and search for the contact record

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Notes

The Notes section lets you record free-text context about the deal — conversation summaries, key objections, next steps, or any information your team needs.

• Click + Add Note to create a new note
• Notes are timestamped and attributed to the user who wrote them
• Notes added on the opportunity also appear on the linked contact’s record, and vice versa
• Notes support basic formatting (bold, bullet points, links)

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Tasks

The Tasks section lets you create and manage action items tied to this opportunity. To add a task:

1. Click + Add Task in the Tasks section
2. Set the task title, due date, and assigned team member
3. Optionally set a priority level
4. Click Save

Tasks created on an opportunity also appear in the assigned user’s task list and on the linked contact’s record. When a task is due, the assigned user receives a notification. Mark tasks complete by clicking the checkbox next to them. Completed tasks remain visible in the history but are struck through.

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Appointments

You can view and create appointments linked to this opportunity directly from the detail panel.

1. Click + Add Appointment
2. Select the calendar, date, and time
3. Assign the appointment to a team member if needed
4. Click Save

Booked appointments appear in the opportunity’s activity timeline and are also reflected in the linked contact’s record and your calendar.

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Products

If you are using HoopAI’s Products feature, you can add one or more products to an opportunity to itemize what the deal includes. This is separate from the opportunity value field and lets you track specific line items. To add a product:

1. Scroll to the Products section of the detail panel
2. Click + Add Product
3. Search for or select a product from your product catalog
4. Confirm the quantity and price

The sum of product prices does not automatically update the opportunity value field — they are managed independently.

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Invoices and estimates

From the opportunity detail panel, you can generate and send invoices or estimates to the linked contact:

1. Click Send Invoice or Send Estimate in the detail panel actions
2. Complete the form — line items, amounts, and due date
3. Click Send

The invoice or estimate is then tracked under the contact’s billing records and linked to this opportunity.

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Activity timeline

The activity timeline at the bottom of the detail panel shows a chronological log of everything that has happened on this opportunity:

• Stage changes (with timestamps and who moved the deal)
• Status changes
• Notes added
• Tasks created or completed
• Appointments booked
• Emails and SMS sent to the linked contact
• Workflow actions triggered by this opportunity
• Field edits

Use the activity timeline during deal reviews to understand the full history without needing to ask the deal owner.

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Audit logs

Every change made to an opportunity is recorded in the audit log. Unlike the activity timeline (which shows the full context), audit logs focus specifically on field-level edits — recording what changed, who changed it, and when. To access audit logs:

1. Open the opportunity detail panel
2. Locate the Opportunity ID at the bottom left of the panel
3. Click the Opportunity ID — this opens the audit log for that specific record

Audit logs retain data for 60 days.

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Opportunity ID

Every opportunity has a unique Opportunity ID automatically assigned when the record is created. This ID is used for:

• Referencing the opportunity in API calls
• Looking up a specific record in bulk import/export files
• Accessing the audit log directly

The Opportunity ID is displayed at the bottom left of the detail panel.

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Custom fields

Custom fields you have configured for opportunities appear in their own section of the detail panel, organized into any groups you have set up. Click any field to edit it. If the Hide Empty Fields option is enabled, custom field sections with no values will be hidden automatically to keep the panel clean. Toggle this setting in the detail panel or in Opportunity Settings.

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FAQs