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AvailableVerified 2026-07-28

Save, dismiss and revisit opportunities

Record a reversible customer decision about a signal.

Access
Signed-in workspace member
Result
The record appears in the view matching its latest customer decision.

Record a reversible customer decision about a signal.

Where to find it

Complete the workflow

  1. 1
    Open the opportunity

    Review enough context to make the decision.

  2. 2
    Save

    Keep it available for notes and follow-up.

  3. 3
    Dismiss

    Move an unsuitable signal out of the active queue.

  4. 4
    Revisit

    Use Saved or Dismissed to reopen the record.

  5. 5
    Remove saved

    Choose Remove saved when follow-up is no longer needed.

Expected result

What does not happen automatically

Opportunities overviewUse the opportunity workspace to review, organise and act on curated tender signals.Use Recommended, Saved, Needs Review, Requested Services and DismissedChoose the view that matches the decision you need to make.Search, filter and prioritise opportunitiesNarrow the list by customer-safe criteria and deadline pressure.Review an opportunityOpen a curated signal and evaluate it against source and company context.
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