Using Opportunities

 

Opportunities represent past or pending deals for a company or a member that you want to work and/or track. In OfficeRnD, opportunities can be used to track potential deals with your customers about the resources in your space. 

 

 

Action Items:

1. Review the opportunity status options under Settings/Platform/Community and add new ones if necessary. Additional information about configuring your opportunities can be found here.

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

 

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