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In Notfy, a sales opportunity is a prospect. When the deal is closed, it is linked to a customer, and the whole history remains accessible.

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When to use

  • Follow opportunities in progress, with stage, value and owner.
  • Record the closing of a deal and create the corresponding customer.
  • Record why a sale was lost.
  • Understand where to adjust your company’s funnel stages.

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Lifecycle

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How a prospect is created

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Funnel stages

The funnel stages are customizable per company. Whoever has permission to edit the General Settings can, in the Pipeline tab, Funnel Stages section, add, remove, rename and reorder stages.
The funnel must have exactly one stage of the Won type, one of the Lost type and one marked as Initial stage. The Pipeline tab does not appear for companies in the service segment.

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Move a prospect to another stage

Drag the card to another column in Service → Pipeline. When dropping on a Won stage, Notfy asks how to proceed. When dropping on a Lost stage, the Record loss form opens.

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Mark as won

When marking as won, choose How do you want to proceed?:
  • New Registration: creates a customer with the prospect’s name, phone and email.
  • Associate Existing: links the prospect to an already registered customer, chosen in Select Customer.
Confirm in Confirm and Finish. The prospect goes to the Won type stage.

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Record a loss

In the Pipeline, Record loss requires the Loss reason and accepts Details (optional). The available reasons are:
  • Price / quote
  • Chose a competitor
  • No budget
  • No response / disappeared
  • Not a fit
  • Bad timing
  • Other
The details are saved in the prospect’s notes.

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Labels

Tags are used to classify prospects your own way, for example source, campaign or profile. Type the name and press Enter in the prospect’s tags field. They appear in the Tags column of the table and can be brought in during spreadsheet import, in the Labels column.

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Prospect table columns

Use the table’s column selector to show or hide: Name, WhatsApp, Status (stage), Amount, Owner, Days in Stage, Tags, Notes and Captured at, among others.
Yes. Stages are configurable in Settings → General Settings → Pipeline → Funnel Stages, respecting the rules of one stage of each special type.
No. The message history remains associated with the contact.

Sales pipeline

Manage prospects on a board.

Create a prospect

Field-by-field form.

Opportunities report

Track conversion and values.

General settings

Goals, alerts and funnel.
Last modified on November 10, 2026