Fixes

[VA-9883] - Sales Channel filter does not work on Opportunities Listing page
 

Release Notes

[VA-9882] - Refactor new opportunity page

• The new opportunity page is getting a list of all prospects and displaying them in a list. This is not scalable when there is a large number of prospects. Similar to orders where Versa uses an auto-suggest list to find a list of matching prospects. Similar to a new sales order, Versa will enable users to create a new prospect when creating a new opportunity.
• Also, the field Prospect Number, Prospect Template, Prospect Date should be changed to " Opportunity "..."

[VA-9890] - Create pipelines for opportunities

CRM Pipelines for Opportunities in Versa

Background

Versa’s CRM currently supports user-defined opportunity statuses, allowing flexible tracking of sales progress. However, all statuses exist in a flat structure per internal organization, which limits:

• Forecasting and stage-based reporting
• Defining distinct workflows for different sales teams or business lines
• Visual representation of progress (e.g., Kanban board)
• Tracking funnel metrics like conversion rates and velocity

To address this, we are introducing Pipelines, a new way to structure and group opportunity statuses into ordered workflows — similar to how HubSpot organizes deals into pipeline stages.

What Is a Pipeline?

A pipeline is a named workflow that defines a specific sales process. Each pipeline contains an ordered list of statuses, scoped to the internal organization, which an opportunity moves through from start to close.

Example: "Wholesale Sales Pipeline"

• Prospecting (Order: 1, Probability: 0.10, Closed: false)
• Proposal (Order: 2, Probability: 0.50, Closed: false)
• Negotiation (Order: 3, Probability: 0.80, Closed: false)
• Closed Won (Order: 4, Probability: 1.00, Closed: true)
• Closed Lost (Order: 5, Probability: 0.00, Closed: true)

Each pipeline provides structure for sales workflows, enabling better reporting, forecasting, and process consistency.

Who Uses This?

• Sales admins / firm admins set up pipelines and assign statuses.
• Sales reps work with opportunities using the defined pipelines and stages.
• Executives benefit from pipeline-based forecasting and funnel insights.

Key Features

• Define multiple pipelines per internal organization.
• Assign existing opportunity statuses to pipelines in a specific order.
• Set close probabilities per stage (used in revenue forecasting).
• Designate statuses as "closed" (e.g., Closed Won, Closed Lost).
• Automatically assign new opportunities to the default pipeline.
• Allow multiple opportunities per prospect, each tied to a specific pipeline.

How Users Interact with Pipelines

As an Admin

• Navigate to: Setup → Company Settings → Opportunity Pipelines
• Create new pipelines (e.g., "Retail Pipeline", "Partner Channel")
• Assign a subset of Opportunity Statuses to the pipeline
• Order the statuses visually (drag-and-drop)
• Set probabilities for forecasting (0 to 1 )
• Choose one default pipeline per internal organization

As a Sales user

• When creating an opportunity, the system auto-assigns the default pipeline
• View opportunities by pipeline and stage (future: Kanban board)
• Change stage/status within the pipeline
• Cannot assign a status that’s not part of the selected pipeline
• Can change the pipeline (admin permission may be required), which resets the stage

Business Rules

• opportunity_statuses remain user-defined and scoped by internal_organization_id
• A pipeline can only include statuses from the same internal organization
• Users cannot select a status outside the opportunity’s assigned pipeline
• If the pipeline is changed, the opportunity’s status is reset to the first in pipeline
• Probabilities are set at the pipeline+status level (crm_pipeline_statuses)
• Pipelines can be archived but not deleted if they have opportunities

Default Behavior

• On creation of an internal organization (with CRM Pipeline enabled), create:
  • Pipeline: “Default Sales Pipeline”
  • Default statuses: Prospecting, Proposal, Closed Won, Closed Lost
  • Default probabilities: 0.1, 0.5, 1.0, 0.0

• New opportunities default to:
  • First status in pipeline (lowest position)
  • Pipeline = the one marked as default_pipeline

Validation

• Status assigned to an opportunity must belong to its pipeline
• One pipeline per internal organization can be marked as default
• opportunity_status.name must remain unique per internal organization

[VA-9892] - Enhance the widget that tracks opportunities by status

• Versa has now added pipelines. This widget will need to show the opportunities grouped by the pipelines they are assigned to.
• List one pipeline by its name and then opportunities in that pipeline. Repeat for the next pipeline .
  So if there are 3 pipelines defined. Versa will list first pipeline and then all the opportunities assigned to the pipeline by status. then the 2nd pipeline and then 3rd pipeline.

[VA-9902] - Make Trading name UOM available for Product Label Form

• Versa has now added measurement_unit to the allowed liquid field for product so you will access the unit name like this product.measurement_unit.name.

[VA-9819] - Add ability to attach documents to reconciliation

• Versa has added the ability for users to upload documents on the reconciliation page.