New opportunity

Create a pipeline opportunity.

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Trường bắt buộc

A. Basic information

Opportunity code

Opportunity name

Account code

Primary contact code

Opportunity owner

B. Source / offering

Lead source

Opportunity type

Business domain

Offering type

Delivery model

Required Japanese level

C. Requirements

Client pain point

Required tech stack

Required domain knowledge

Team size estimate

MM estimate

D. Revenue forecast

Monthly revenue estimate (JPY)

Total revenue estimate (JPY)

Gross margin estimate (%)

Win probability (%)

Forecast category

E. Sales status

Sales stage

Current status

Max 50 characters (stored as status).

Expected decision date

Expected start date

Expected duration (months)

Competition status

Lost reason

Hidden when Sales stage is Won; existing text is not cleared from the database when you save as Won.

F. Win / risk / next action

Key win theme

Key risk

Next action

Next action owner

Next action due date

G. Delivery assessment

Delivery assessment

Max 100 characters.

Hiring difficulty

H. Project conversion

Create project request

I. Notes

Notes