Skip to main content

Opportunities & Campaigns

This section covers the CRM-facing modules that help teams win business and measure commercial activity. ZeyOS separates opportunity tracking from campaign execution so sales and marketing can coordinate without mixing their core records.

Use This Section When You Need To​

  • Track a lead or deal through a structured sales pipeline.
  • Estimate revenue and closing probability.
  • Plan and monitor campaign activity.
  • Connect campaigns to mailing lists, contacts, and resulting business opportunities.
Not to be confused with
  • Opportunity = a single sales chance with value, status, and probability.
  • Campaign = a coordinated marketing initiative.
  • Contract = a recurring commercial agreement created later in the lifecycle.

Typical Workflows​

  1. Qualify the deal in Opportunities.
  2. Link contacts, accounts, messages, and campaign context.
  3. Organize outbound activity in Campaigns.
  4. Hand won business over to Invoicing or recurring processes later on.

Topics​

  • Opportunities - Track deals through the pipeline with priorities, probabilities, and financial expectations.
  • Campaigns - Organize marketing initiatives with participants, date ranges, and linked communication.
  • Managing Contacts - Keep CRM records linked to the right people.
  • Business Accounts - Connect the pipeline to the right commercial relationship.
  • Mailing Lists - Support campaign outreach with reusable recipient lists.
  • Invoicing - Convert won opportunities into commercial documents.