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When does it make sense to use the Opportunity record?

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It makes sense to use the Opportunity record when you’re dealing with a potential project that isn’t official yet — meaning you haven’t signed a contract, but there’s real interest and progress in the conversation.

In residential construction, this is especially helpful for tracking jobs that are in the advanced stage of the sales process. You might already have a relationship with the customer or lead, and you’ve started gathering important details like estimates, photos, drawings, blueprints, or site visit pictures. Instead of mixing this information with active projects, Opportunities let you keep everything organized and separate until the deal becomes official.

Using Opportunities ensures you’re ready to hit the ground running once the client approves the proposal — all the key details are already in place. It’s a smart way to stay organized, avoid double work, and smoothly transition from potential job to active project.

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