What is an "opportunity" in RootLogic?

An opportunity is the card you see moving through the pipeline columns — Lead Received, Hot Lead, Consult Booked, Procedure Booked. Each card represents one specific chance to convert a prospect into a patient. It has a name, a value, a stage, and a linked contact.

In RootLogic, click "Opportunities" in the left navigation menu. You'll see the Kanban board with all your active pipeline cards. Each card shows the contact's name, the dollar value of that stage, and how long it's been sitting there.

If a lead inquires, doesn't book, then comes back six months later, they'll have a second opportunity created. Each opportunity tracks a separate conversion attempt. The contact record (the person's info) stays the same — only the pipeline card is new.

If a lead is spam or completely unqualified, you can delete the opportunity card from the pipeline. The contact record — the person's name, phone, email, and conversation history — stays in the system. You're only removing the pipeline card, not erasing the person.