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Creating an Opportunity.

How to Create an Opportunity From Your Shortlisted Options.

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Written by Alex Timbs
Updated over a year ago

Create an opportunity

To create your first opportunity, click on "Create Opportunity" in the top right corner of the Opportunity tab.

Add your prospects' requirements

You will be redirected to an individual opportunity where you can enter all the requirements of your prospect, such as move-in date, term lengths, budget, and more.

Entering as much information as possible will accelerate your time in finding suitable spaces for your prospect.

Under additional details, you can specify some reference details on any referrals or enter the current company location of your prospect to highlight it on any reports.

After saving, you have just created your first opportunity.

Populate Opportunity with Buildings

Next, click on "Add buildings" and you will be redirected to Valve's marketplace, where you can press the "Add" button on each building or space to add it to your shortlist of that opportunity.

If you have added all relevant buildings, you should review that list in your shortlist in the top right corner, called "Shortlist."

Shortlist

Review all buildings and make necessary changes to your shortlist.

Click "Save" to add them to the assigned opportunity.

Completed

You have successfully created your first opportunity.

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