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Manage a Sales Opportunity in Batoi Flex

Move a qualified opportunity through owned stages, evidence, decisions, and commercial follow-up.

4 min readVerified Jul 25, 2026Batoi Flex
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What this page helps you accomplish

Move a qualified opportunity through owned stages, evidence, decisions, and commercial follow-up.

Batoi Flex · Core workflows
Accountable roleSales Manager
Business taskSales
Completion signalThe opportunity has a current stage, accountable next action, and evidence appropriate to the forecast.
1 Confirm

Scope and authority

Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved

2 Act

Sales

Move a qualified opportunity through owned stages, evidence, decisions, and commercial follow-up.

3 Verify

Observable business result

The opportunity has a current stage, accountable next action, and evidence appropriate to the forecast.

Potential issue and recovery

An opportunity is stalled or its stage is unsupported.

Recommended recovery: Return it to the evidence-supported stage, assign a dated follow-up, update the forecast, or close it with an accurate reason.

Who should use this article

This article is for sales managers who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.

Before you begin

  • Access to the appropriate authenticated workspace through My Batoi
  • Authority for the records, action, or decision involved
  • Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
  • Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.

Workflow overview

Manage a Sales Opportunity in Batoi Flex workflow Confirm relationship followed by Qualify opportunity followed by Progress stage and activity followed by Record decision followed by Close and hand off. Manage a Sales Opportunity in Batoi Flex Confirm relationship Qualify opportunity Progress stageand activity Record decision Close andhand off
Follow the verified sequence and keep the accountable human decision visible at every review or exception point.
Batoi Flex Sales Pipeline screen showing aggregate opportunity status and filters
The pipeline keeps qualification, stage, value, ownership, activity, and the next follow-up visible.

Complete the workflow

  1. Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
  2. Open the current product area. Open Sales and Pipeline, then find the existing customer context or create the minimum required relationship record.
  3. Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
  4. Perform the task. Record the opportunity, owner, expected value and timing, qualification evidence, current stage, activity, and next follow-up.
  5. Review the result. Check stage evidence, commercial assumptions, stalled activity, decision date, proposal or deal linkage, and the reason for winning or closing.
  6. Verify and retain the outcome. The pipeline stage and next action match the evidence, and any won work has a clear project, engagement, or billing handoff. Record every exception and follow-up with an owner and review date.

Verify the result

  • The workspace, role, record, period, and Industry Pack still match the intended scope.
  • The opportunity has a current stage, accountable next action, and evidence appropriate to the forecast.
  • The visible status, source evidence, owner, exception, and next action agree with the completed work.
  • An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.

Troubleshooting and recovery

What you seeWhat to checkSafe next action
An opportunity is stalled or its stage is unsupported.Workspace, role, entitlement, source record, status, ownership, required fields, and approval evidence.Return it to the evidence-supported stage, assign a dated follow-up, update the forecast, or close it with an accurate reason.
The expected page or action is missing.Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup.Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control.
The result conflicts with evidence or another register.Source ownership, date range, status definitions, duplicate records, latest update, and correction history.Do not mark the task complete. Return it for correction or escalate it to the accountable owner.

Safety and governance

Protect restricted information. Keep pricing, contact information, negotiations, and proposal content inside authorized workspace records. Use permission-controlled Flex records and the minimum information required for the task.

Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.

Use Batoi Intelligence safely

Helpful tip: Ask Batoi Intelligence to highlight permitted opportunity risks or missing follow-ups, then let the sales owner decide the stage and action.

Next step

Continue with Manage Quotation BOMs in Batoi Flex, or return to the Batoi Flex Product Guide.