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What This Section Covers

Opportunities help you track revenue-generating activities such as membership renewals, sponsorship deals, event registrations, and fundraising campaigns. They let you monitor progress, forecast income, and collaborate across teams. An Opportunity captures key details about a potential sale — such as the source, expected close date, amount, and stage — so the path to closing it stays clear and organized. In fusionCore, an Opportunity is the standard Salesforce Opportunity record extended with custom fields that fusionCore uses to convert it into an Order. There are no custom Opportunity record types, and the Business Unit is not set on the Opportunity — it is derived from the products you add.

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Key Concepts

  • Opportunity (Opportunity) — the standard Salesforce Opportunity, extended by fusionCore with fields such as Customer_Type__c, Primary_Contact__c, Billing_Contact__c, and Converted_To_Order__c.
  • Customer Type (Customer_Type__c) — whether the customer is an Organization or an Individual. This is required before you can convert the Opportunity to an Order.
  • Convert To Order — the quick action that turns a qualified Opportunity into an Order, taking its Account, contacts, and products with it.

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Example Opportunities

An Opportunity might look like one of the following for your organization:
  • Membership renewal
    • Opportunity Name: 2026 Membership Renewal — John Smith
    • Account: John Smith
    • Potential Revenue: $150
    • Stage: Renewal Sent
    • Close Date: December 31, 2026
  • Event sponsorship
    • Opportunity Name: Platinum Sponsorship — Annual Conference 2026
    • Account: EcoFriendly Solutions
    • Potential Revenue: $15,000
    • Stage: Proposal Sent
    • Close Date: February 1, 2026
  • Corporate partnership
    • Opportunity Name: Corporate Partnership Renewal — Silver Level
    • Account: Tech Innovators Inc.
    • Potential Revenue: $20,000
    • Stage: Negotiation
    • Close Date: March 15, 2026

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Creating and Working with Opportunities

Creating New Opportunity Records

Create an Opportunity, set its Account and Customer Type, and let fusionCore auto-fill the contact fields.

Opportunity to Order Conversion

Use the Convert To Order action to turn a qualified Opportunity into an Order.

Orders

Where a converted Opportunity becomes a billable Order you take payment on.

Opportunity Products

Add products to an Opportunity before you convert it — conversion requires at least one.