When your profile is dialed in and you use the rankings and filters intentionally, the Opportunities module becomes a powerful daily tool for identifying and acting on the opportunities that matter most.
Follow these steps to make sure the Opportunities module is working at its full potential for you:
Complete your user profile
Start by defining your products and services, target agencies, regions, competitors, and the signals you care about most. This information powers how opportunities are surfaced and ranked.
Review your opportunities regularly
Opportunities continuously updates with new opportunities based on real buying signals. Checking in often helps you spot high-value opportunities early.
Use rankings and context to prioritize
Each opportunity is scored and includes an explanation of why it’s relevant. Use this context to quickly decide what to act on and what to ignore.
Apply filters to stay focused
Narrow your view by signal type, agency, or other criteria to align opportunities with your current goals.
Take action directly from the module
Open supporting records, attachments, and source links, or add the opportunities to your CRM, to move quickly from insight to next steps.