Using Opportunities

In OfficeRnD, opportunities can be used to track potential deals with your customers about the resources in your space. This video explains how these opportunities work.

OfficeRnD is under intense development and gets updated constantly. Therefore, you may spot some differences in the UI between the videos and the platform. Generally, the instructions remain the same. Please refer to our help articles for the most up-to-date information.

Action Items

1. Review the opportunity status options and add new ones, if necessary. Additional information about configuring your opportunities can be found found here.

2. Start listing the deals your sales team is working on.

 

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