What it is
Opportunities is a lightweight deal pipeline. An opportunity is one prospective piece of business: it has a stage, an owner, a status, and a running log of notes recording what was decided, what is blocking it and what happens next.
It is deliberately small. This is the substrate a fuller sales product would be built on, not a CRM replacement - there is no quoting, no forecasting model and no territory management. What it does give you is a durable record of a deal that lives beside your tickets, vendors and meetings instead of in somebody's inbox.
Working a deal
Each opportunity carries a stage (where it is in your pipeline), an owner, and a status. The list can be filtered by any of those, and by how recently a deal changed - which is the filter that finds the ones going quiet.
Underneath is the notes log: an append-only trail of decisions, blockers and observations. Notes accumulate rather than overwrite, so the record of how a deal moved survives the deal moving.
Where the content can come from
An opportunity can be filled in from a sales call rather than typed.
When the TATER Meeting Bot is configured for a sales purpose and joins a call, the meeting is recorded and transcribed in the normal way. The extraction of deal information from that transcript - the stage it implies, who the decision-makers are, the commitment signals, the blockers, the agreed next steps - is then performed by your own AI Analyst, which writes the result into an opportunity through the MCP tools.
That distinction matters and is easy to miss: TATER does not read your sales calls. The transcript is yours, the model doing the reading is the one you have connected, and the opportunity record is what it chooses to write. If nothing is connected, nothing is extracted, and the pipeline is simply a manual one.
What a deal can be linked to
An opportunity can reference other records, so the deal is not an island:
- Source meetings - the meeting records it was derived from, so a claim in the notes can be traced back to the call it came from;
- Vendors - where the counterparty is also a supplier you hold a vendor record for; and
- Tasks - the follow-ups being tracked in Tasker.
The meeting link is the one that earns its keep at review time. "Where did we get the idea they had budget?" is answerable.
Who can do what
- Auditor and above can read opportunities and their notes.
- Admin and above can create them, update fields and append notes.
- Deleting an opportunity is restricted to Admin and above.
Through the AI Analyst
list_opportunities retrieves the pipeline, filtered as above. The write tools are what the Analyst uses when it extracts a deal from a transcript, and they are equally available for a plain instruction - asking it to log a blocker against a named deal does the same thing a note entered by hand does.
Related
- Meetings & the Meeting Bot - where sales-call transcripts come from
- Vendors - the counterparty record a deal can link to
- TATER Ops overview - where this page sits in the console