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What is an Opportunity?

An explanation of opportunities in Accelerate, used for storing and managing customer enquiries, including quotes.

Funmilola Olorode avatar
Written by Funmilola Olorode
Updated over 6 months ago

Info: An opportunity is a place to store enquiries for each of your relationships.

Let's run through this example. Below you can see the relationship of ‘Mike Wozaski’ and an Opportunity for a single car:

Click the Edit Pencil to edit the Opportunity:

Within this opportunity, there is a single quote.

The quote in this Opportunity is for a small hatchback. From this screen, you can email your relationship the quote.

Info: If there are multiple quotes in an opportunity you can email the customer from this page, or simply work on each quote individually by using the pencil symbol on the left hand side.

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