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AvailableVerified 2026-07-28

Use Recommended, Saved, Needs Review, Requested Services and Dismissed

Choose the view that matches the decision you need to make.

Access
Signed-in workspace member
Result
The list shows only records in the selected decision state.

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

Do you know the decision state?

YesOpen the matching view.

NoStart with Recommended or Needs Review.

Important boundary

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