Opportunities

An opportunity in Quartz represents the same object as a deal or an opportunity in standard CRM records system.

It means an opportunity has a set of key/values properties (e.g amount, creation date, close date, currency, source, type...)

An opportunityl also have :

• a creator and an owner (which may be different)

• a status within the sales cycle -called stage - to indicate wether this opportunity is open - and being worked - or closed ( won or lost)

• relations with other CRM objects like contacts and/or companies

Quartz helps you retrieve metrics about an opportunity by extending data existing in the CRM in order to give an unparalleled health view of the opportunity.

Metrics available are listed on Deal Metrics.

About Stages

Stages also known as pipeline stage are defined in the CRM for each sales pipeline created within the CRM. They represent all the stages a deal must go through during its lifetime.

Quartz does not define or redefine Stages, but make them available through the Quartz API to be used in applications built on top of Quartz. There are also used to enrich data and models.