Views separate new signals, active follow-up and resolved decisions.
Key terms
- Recommended
- New curated signals ready for assessment.
- Saved
- Opportunities retained for follow-up.
- Needs Review
- Records waiting for a customer decision.
- Requested Services
- Opportunities linked to a managed request.
- Dismissed
- Signals excluded by the customer and available for reconsideration.
How to use this
YesOpen the matching view.
NoStart with Recommended or Needs Review.