Intel tags can be created and used to tag estimates or jobs. It can help track important jobs and allow you to filter reports for jobs tagged with opportunity intel. Example: You may want to tag commercial jobs, subscription jobs, or jobs that are related to a specific niche.
When the opportunity intel feature is turned on, you can give tags 'opportunity intel' designation. You can then assign opportunity intel on estimates, jobs, or recurring orders. (Intel Builder) *Intel tags can be designated as either Customer Intel or Oppourtunity Intel - not both*
**Please let us know if you need opportunity intel turned on.
How to assign Oppotunity Intel on Estimate and Jobs?
When Opportunity Intel is turned ON, you will see "Select Estimate Intel" or "Select Job Intel" in the header section of your estimates and jobs. You can click and assign any of the opportunity intel tags. You can select select multiple if needed.
You will see the assigned intel at the top of the estimate or job.
Report Filtering
You can filter many reports with Opportunity Intel Filters. This can help you gain important insights into estimates and jobs based on intel-tagged segments.
Opportunity Intel Filters are available on:
Jobs List
Estimate List
Recurring Order List
Customers List
Events List
Customer Revenue report
Job Revenue report
Accepted Payments report
Scheduled Payments report
Booked Billing report
Line Item Revenue
Product Category revenue