How do I manage my Opportunities?

Hound allows a broker to create Opportunities as outcomes from the Actions that are identified to them. The broker can create an Opportunity in the Actions screen – once it is created,it is moved to the Opportunities tab.

When you create an Opportunity, you’re able to select the status and also add notes. Opportunities can then be managed moving forward from this tab where they are maintained in four categories: in progress, discovery, won or lost. All Opportunities created remain in this tab regardless of their status, and can be searched using the Global Search box at the top of the screen.