Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

An Opportunity is a deal: an account, a value, a stage, a close date, and the people working it.

Lifecycle

  1. Detected. Surfaced from a real conversation (see Auto-detecting deals).
  2. Qualified. Moved into your pipeline.
  3. Working. Stage advances as conversations progress.
  4. Won / Lost. Closed with reason and notes.

AI updates

Stage, next step, blockers, decision criteria, and amount. Kept current from every email and call. See Auto-filling fields.