Skip to main content

Save / Pass - Market Research

This section will cover the "Save / Pass" feature in the Market Research tool.

Rye Jones avatar
Written by Rye Jones
Updated over 2 years ago

When you click on an opportunity in the Market Research tool - you will see the ability to "Save" or "Pass" on the opportunity.

Clicking "Save" or "Pass" will add a note to the opportunity in the search view. This note will be visible to you and your team.

Once you have passed and/or saved some opportunities from the Market Research tool, you can review them in the "Review Status" section. This section is divided into the following categories:

  • All Opportunities - Any opportunities that have or have not been passed or saved.

  • Not Reviewed - Only opportunities that have not passed or saved.

  • Passed

  • Saved

Did this answer your question?