Work with opportunities

If you work in Solutions or Sales, you can scope a chat to a single opportunity. Claudioo does the reading — the requirements, the history, the demo, the scoring — and hands you a short brief, so you spend your time deciding rather than digging.

Pick an opportunity

Open the switcher with ⌘K and choose the Opportunities tab. The opportunities where you're the salesperson — or the second owner — show up first. Type a company or opportunity name to search across everything else.

The list keeps itself fresh on its own. The updated … ago label tells you when it last synced, and Refresh pulls the latest any time you want it.

What the chat does for you

The moment you start an opportunity chat, Claudioo reads the lead and its recent history and gives you a short brief — tolerating whatever isn't there yet:

• the requirements the customer sent in,
• the current stage and the customer,
• whether a demo has been set up (and how to reach it) — and if you ask, Claudioo can connect to that demo and set it up for you (base companies, products, and the like),
• a Pitch Folder link, if one is attached,
• any scoring notes already on the lead.

Then just ask, in your own words: "Summarise what this customer needs." "Draft a follow-up email." "What's still open here?"

The top of the chat always shows which opportunity you're in — its stage, win chance, and salesperson — with a one-click link straight to the lead in muchdoo, and, when the lead has one, a Google Drive shortcut to its pitch folder.

Leaving notes and follow-ups

You can ask Claudioo to leave a note on the opportunity's chatter or create a follow-up activity — it posts as you, in muchdoo, and it always tells you before it writes anything. Everything else in muchdoo stays read-only, so there's no chance of it changing the deal by accident.

What's next

• Work with live Odoo — for customer-project work once a deal is won.
• Run a skill — to see the guided workflows available to you.