> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunities Overview

> Use Opportunities to track revenue-generating activities — membership renewals, sponsorships, event registrations, and fundraising — and convert them into Orders in fusionCore.

## 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.

## 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.

## 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

## Creating and Working with Opportunities

<CardGroup cols={2}>
  <Card title="Creating New Opportunity Records" icon="file-plus" href="/end-user-guides/orders/opportunities/creating-new-opportunity-records" arrow="true">
    Create an Opportunity, set its Account and Customer Type, and let fusionCore auto-fill the contact fields.
  </Card>

  <Card title="Opportunity to Order Conversion" icon="cart-shopping" href="/end-user-guides/orders/opportunities/opportunity-to-order-conversion" arrow="true">
    Use the Convert To Order action to turn a qualified Opportunity into an Order.
  </Card>
</CardGroup>

## Related Features

<CardGroup cols={2}>
  <Card title="Orders" icon="cart-shopping" href="/end-user-guides/orders/orders/index" arrow="true">
    Where a converted Opportunity becomes a billable Order you take payment on.
  </Card>

  <Card title="Opportunity Products" icon="boxes-stacked" href="/end-user-guides/orders/order-opportunity-products/index" arrow="true">
    Add products to an Opportunity before you convert it — conversion requires at least one.
  </Card>
</CardGroup>