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What is an Opportunity?

What is an Opportunity?

Owned by Alom Hussain (Unlicensed)
Last updated: Aug 30, 2022 by Matt Sullivan (Unlicensed)
1 min read

An opportunity is a place to store enquiries for each of your relationships.

Example Opportunity

Let's run through this example. Below you can see the relationship of ‘Mike Wozaski’ and an Opportunity for a single car:

Within this opportunity, there is a single quote. Click the Edit Pencil to edit the Opportunity:

The quote in this Opportunity is for a small hatchback. From this screen, you can email your relationship the quote.

If there are multiple quotes in an opportunity you can email the customer from this page, or simply work on each quote individually by using the pencil symbol on the left hand side. 

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