Intro to Opportunities
Opportunities connects your CRM pipeline data with your actual customer conversations. Instead of switching between your CRM and call recordings, you can see deal health, activity, and risk signals all in one place.
Go to Opportunities > Pipelines to access your pipeline.
Deal boards
The default view is a deal board: a filtered list of open opportunities pulled from your CRM. Each deal shows its stage, size, last activity date, and any risk signals Outdoo AI has flagged.
You can create multiple boards for different use cases: one for deals closing this quarter, one for renewals, one for enterprise accounts. Each board saves its own filter set so you can switch between views without rebuilding filters each time.
See: Create and manage deal boards | Use deal boards
Deal health and red flags
Each deal in the board shows a health indicator based on call activity, contact engagement, and deal stage progression. When Outdoo AI detects a pattern associated with stalled or at-risk deals, it surfaces a red flag on the deal card.
Red flags are based on analysis of past won and lost deals. Common signals include no call activity in the last two weeks, no contact with a decision-maker, and deal size mismatches with the stage. Outdoo AI surfaces these automatically, so you do not need to configure rules for the standard flags. Admins can adjust deal health signals under Company Settings > CRM > Deal Pulse.
See: How we identify red flags | Deal intelligence
Win/Loss analysis
Go to Opportunities > Insights to see win/loss data for closed deals. The analysis shows how factors like number of contacts, deal duration, call frequency, and competitor mentions correlate with outcomes in your pipeline specifically.
See: About win/loss
Pipeline review
Within a deal, you can see all associated calls, emails, and contacts. You can also ask Revie, Outdoo AI's assistant, questions about the deal: what was discussed on the last call, what objections came up, who the decision-maker is. This is faster than digging through individual call recordings when you are preparing for a follow-up.
See: Ask anything about a deal | How to review deal health
CRM sync
Opportunities data comes from your connected CRM. If a field does not appear in Outdoo AI, ask your admin to check the field settings under Company Settings > CRM (for example Company Settings > CRM > CRM Data Sync).
Hope this article was helpful. For any queries, please write to support@outdoo.ai