Opportunity’s page
The opportunities page is where you can find and view referrals you have been sent as a supplier. Allowing you to keep track of your opportunity’s.
By using the ‘search bar’ located in the top right-hand corner of the opportunities tab, you can look up a contacts name and view any referrals they are included in. Allowing you to quickly and efficiently manage specific referrals.
Upon finding a referral, by clicking on the opportunity, you have access to see who is included in your opportunity.
Upon clicking view you can see who is included in the referral. By clicking the ‘view my profile’ you can read the referrers, suppliers and contacts information. This information includes their email and phone number, along with any social links they have included in their profile.
To accept or decline an opportunity, you have the option located in the top right-hand corner of a referral once opened. By clicking accept the referral shall continue. If you click decline, the referrer is notified, and the referral ends.
There is an in-chat log located to the right of the tab, allowing you to speak to any party involved in the referral.