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RedTeam Flex - Configure Opportunity Ratings

A Marketing Opportunity is a chance for a company to market or sell goods or services.

Updated over 9 months ago

A Marketing Opportunity is a chance for a company to market or sell goods or services that emerges when their product or service satisfies the demands of a certain market better than their competition. When you create new Opportunities in the Marketing section of RedTeam Flex, you are given options to add "Additional Information" such as a rating (confident, doubtful, unlikely) which is used as an indicator of whether or not the Opportunity is likely to develop into a potential project for your company. You can manage these ratings in the Configuration section.


1. Add an Opportunity Rating

Steps:

  1. From the Configuration menu, click Opportunity Ratings.
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  2. Click the New + icon.
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  3. Enter a description for the Rating, and click Save when you are ready.

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