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Coming Q3 2026. Opportunities are how work that might happen gets shaped before it becomes a Job. Clarity instead of stages, and no separate CRM.
Opportunity Tasks: Follow-Ups That Run Themselves
Opportunity Tasks will be light sales follow-ups that move themselves from Backlog to In Progress on their start date, with no reminders. Coming Q3 2026.
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Creating an Opportunity: How Value Will Work in Sales
Creating an Opportunity will start with its type, and its value will follow one locked rule: manual override first, then linked Jobs, then your own number.
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Sales Opportunities, Not a CRM: A Q3 2026 Preview
Coming to Net Net in Q3 2026, Sales will be built on Opportunities rather than leads: real work that might happen, tied to one client and one owner.
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Sales Clarity: How Linked Jobs Make a Deal Plannable
Sales Clarity will grade every Opportunity as Fog, Emerging, or Clear from two facts: whether a value is set, and whether a Job is linked. Coming Q3 2026.
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Sales Page Filters, Totals, and the Activity Feed
The Sales page will list Opportunities newest first, with four stacking filters and a summary strip that always matches the filtered view. Coming Q3 2026.
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