In this video
A useful opportunity fits your services and your capacity. Follow the review process, understand the cost before accepting, and see how a secured opportunity connects to the client record you will use for follow-up.
What you’ll learn
- Read the request and qualification details together.
- Check expiration, price and Opportunity Credits.
- Find a previously secured record and its client details.
Put it to work
Read the request, available context and total before making a decision. Securing an opportunity gives you access to the record; it does not guarantee a paying client.
About this walkthrough. This demonstration reviews an offer, then shows a previously secured example. It does not complete a new purchase.