See the whole opportunity
Review the stage, customer, owner, expected close, and next commitment alongside the requested Items. Keep the deal connected to the product details behind it.
OPPORTUNITIES & QUOTING
Connect every opportunity
to the product behind it.
Connect opportunities, customer requirements, product specifications, supplier quotes, and selling prices. Built for manufacturers and distributors whose next sale starts with getting the product details right.
The Sell view brings stage, Deal Brief, and Items together. Ask LINQ Assist to analyze the opportunity, find gaps, and help you decide what to do next.
Review the opportunityAsk LINQ AssistEvaluate the evidenceChoose the next step
EXPLORE THE SELL VIEW
See where the deal stands.
Know what to do next.
Start with the stage, Deal Brief, and requested Items. Ask LINQ Assist what needs attention before the next stage, compare supplier quotes, and review a proposed next commitment.
Compact drive assembly
OPP-1042 · OpportunitiesRevenue workspace
Move this opportunity forward
Expected close30 Nov 2026
- Captured
- Qualified
- Solution
- Pricing
- Proposal
- Negotiation
- Won
Current stage: Pricing
Deal Brief
- Customer
- Northstar Equipment
- Owner
- Alex Morgan
- Stage
- Pricing
- Probability
- 60%
- Next commitment
- Confirm lead time with supplier · 23 Oct 2026
Items 1 line
| Item | Quantity | Unit price | Line total |
|---|---|---|---|
| CMP-208 · Rev 03 | 1,000ea | $23.00 | $23,000.00 |
Estimated subtotal · USD$23,000.00
Aluminum 6061-T6 · Drawing DH-208-03
Technical review in progress
Technical review in progress
Ask LINQ about this opportunity
OPP-1042 · Compact drive assembly
LINQ Assist · Sample conversation
What needs attention before this opportunity moves to proposal?
LINQ Assist
This opportunity is in Pricing. The current item subtotal is $23,000.00. Before moving to proposal:
- Complete the product review. CMP-208 revision 03 is still in technical review.
- Close two information gaps. Target lead time and the supplier declaration are missing.
- Agree the next commitment. Confirm the supplier lead time and declaration, then arrange a proposal review with Northstar.
Opportunity and linked sources
- OPP-1042
- Pricing · 1,000 ea · $23,000.00
Next commitment: Confirm lead time with supplier · 23 Oct 2026 - CMP-208 · Rev 03
- Aluminum 6061-T6 · 25 mm ± 0.05 mm · Clear anodized · Technical review in progress
- SQ-2041
- Northline Components · $18.40 / ea · 25% markup
Interactive example using sample names, specifications, and prices. Changes apply only to this example.
ANALYZE. REVIEW. ACT.
Move the opportunity forward with context.
Ask what needs attention
Ask LINQ Assist what is missing or needs review before the next stage. Explore linked requirements, specifications, and documents to understand the evidence behind its answer.
Compare options in context
Ask how supplier quotes, quantity breaks, and markup affect the selling price. Review lead time, terms, and product requirements alongside cost before choosing an option.
Make the next action explicit
Use the analysis to decide what to review, request, or discuss next. Review a proposed next commitment before applying it to the opportunity, so your team keeps control of the decision.
FOR MANUFACTURERS
Resolve product questions before the next stage.
Keep customer requirements, drawings, and technical reviews with the opportunity. Ask LINQ Assist to identify missing information and help plan the next conversation with engineering, the supplier, or the customer.
FOR DISTRIBUTORS
Understand the options before you quote.
Compare supplier responses against the requested product and quantity. Use LINQ Assist to explore pricing differences and flag details to confirm, then prepare a customer quote with a clear basis and revision history.
A LITTLE MORE CONTEXT
Questions,
connected.
What is the difference between Sell and Record?
Sell brings the stage, Deal Brief, Items, and integrated LINQ Assist together to help you assess an opportunity and plan the next action. Record provides the connected requirements, supplier quotes, pricing, customer quote revisions, activities, documents, and object tabs for deeper review.
How does LINQ Assist help with an opportunity?
Ask questions such as “What needs attention before we move to proposal?” or “Which supplier quote is lower at this quantity?” LINQ Assist helps analyze the opportunity and its connected records, surface gaps, and suggest a next step. Review the supporting sources and any proposed record changes before confirming an action.
How is this different from a general CRM?
The opportunity stays connected to the product being specified, developed, or sourced. Stage and next commitments sit alongside required items, technical information, supplier quotes, and selling prices, giving sales and product teams shared context for the next decision.
Are supplier quotes and customer quotes separate?
Yes. Supplier responses capture sourcing costs against opportunity items. Customer quotes present selling prices and commercial terms, with their own revisions and recorded decisions. Move from the Sell view into Record to review pricing and prepare a quote.
Can we reuse pricing for another opportunity?
Greenlinq supports reusable supplier costs, standard selling prices, and customer agreements with quantity tiers and effective dates. Applicable prices depend on the item, customer or supplier scope, currency, unit, and quantity.
Can this fit our own product and opportunity fields?
Fields and views are configurable. Review your required specifications, opportunity fields, quote layouts, pricing rules, and enabled modules during the demo so the workspace reflects your process.
MAKE THE NEXT STEP SPECIFIC
Bring an opportunity.
Explore the next step.
Explore the Sell view with your customer requirements, product details, and supplier quotes. See how LINQ Assist can help analyze the opportunity and identify what to review next.
Request a demoWhat to prepare