Glossary/B2B & Growth/Opportunity
B2B & Growth
Opportunity
A CRM record for a qualified potential deal with a specific account, tracked through deal stages with an expected value and close date.
By Brandon Mina·CEO, BrandPilot AI·Updated November 2026
Short answer
An opportunity is a CRM record representing a qualified potential deal with a specific account. It is tracked through defined pipeline stages and carries an expected value, close date and probability. Opportunities let sales and marketing teams forecast revenue, manage pipeline health and attribute closed deals back to the campaigns that sourced them.