Harbour Clinic
Review non-clinical brief
Jamie1 day
121 CRM feature · Opportunity management
Keep potential work connected to its customer, stage, owner, value and next action without turning a forecast into fact. The capability is described from official product evidence; its availability, configuration and any usage charges for a particular 121 account still need to be confirmed before reliance.
Fictional product demonstration
This coded interface uses realistic fictional data to explain the operating pattern; it is not a screenshot of a live customer account.
Northstar Joinery
FictionalKnow what needs to happen next
See each opportunity's stage, owner and next action in one view.
Harbour Clinic
Review non-clinical brief
Field & Form
Assign an owner
Bramble Studio
Call · Thu 11:30
Oakfield Homes
Site visit · Fri
Marlow Works
Decision due Friday
Hill & Co
Reason recorded
How it helps
Each part has a clear job. It becomes useful when it fits the way customers already move through the business and your team knows when to step in.
Represents a potential sale or deal linked to a contact, value, owner and pipeline position.
Defines an ordered sales process through which opportunities can be reviewed and moved.
Uses configured stages plus open, won, lost and abandoned statuses to describe the state of a deal.
Associates relevant people with an opportunity so communications and responsibilities can be seen together.
Stores deal-specific information separately from the contact's general profile.
Use it with purpose
A fictional fit-out company creates one opportunity for a qualified refurbishment enquiry and records the survey, estimate and decision dates. The useful outcome is a record that another person can understand and continue, not simply another automated event.
Open a deal only when the enquiry meets agreed criteria and there is identifiable work to manage.
Record the owner, stage and dated action that will move or close the opportunity.
Use clear won, lost and abandoned reasons rather than leaving old work open.
Configuration decisions
A credible setup begins with ownership, eligibility and exception decisions. Those choices should be written in plain English and tested with realistic fictional data.
Describe what must be true before each stage is used.
Agree whether value means estimate, expected contract or another defined amount.
Decide when unchanged opportunities need attention, correction or closure.
From configuration to daily use
The second view shows how the capability connects to work a person can review and continue.
Enquiry received
Capture source and customer
Acknowledgement
Set a clear response expectation
Human review
Check fit, consent and exceptions
Owner assigned
Name the person responsible
Follow-up due
Remind the owner, not the customer blindly
Practical example
A fictional fit-out company creates one opportunity for a qualified refurbishment enquiry and records the survey, estimate and decision dates. The example shows the role of the CRM while keeping the consequential decision with a person.
A survey request meets location and project criteria.
The job is owned by Imran in Survey booked.
The stage changes only after the document is issued.
The outcome and reason are kept for review.
Boundaries and checks
Product capability is only one part of a dependable process. Data quality, provider configuration, consent, permissions and staff cover still matter.
Pipeline value is not guaranteed revenue.
Multiple contacts or pieces of work may need separate records.
Stage changes made automatically still need exception review.
Questions about this page
No. The underlying capability is evidenced in official product documentation, but 121 plan entitlement, sub-account configuration, connected providers and usage charges have not been assumed. Confirm the intended setup before relying on it.
Start with three decisions: define entry and exit criteria, choose value rules, set ageing reviews. Then test ordinary, missing-data and exception cases with fictional records.
Measure whether the intended customer work becomes visible and owned. For this page, review create opportunities deliberately, maintain the next decision, close honestly rather than treating clicks, sends or record counts as proof of business value.
No. Stage changes made automatically still need exception review. Automation can coordinate repeatable steps, while people remain responsible for judgement, exceptions, consent and correcting the record.
Continue the journey
Delegate the work. Keep the human.
Subscribe through the approved secure checkout, or review pricing and responsibilities before you decide.
121 CRM
Your customers. Your conversations. Your business. Organised around clear ownership and human decisions.