How to Subscribe to Opportunity Reports

Subscribing to an opportunity is a great way to stay connected to your important accounts. Our summary reports allow you to stay on top of your deals and sales activities in a simple email helping you streamline your busy schedule.

Daily or Weekly reports can provide you with any changes within the timeline, allowing you insight to jump in at a critical moment. 

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There are a number of ways can subscribe to an opportunity!

1. You can subscribe by clicking on the Daily or Weekly buttons, a "check mark" indicates you are subscribed:

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2. Each opportunity comes with Daily and Weekly subscriber buttons:

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3. You can also manually insert yourself or team members within your organization to start following the opportunity:

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Happy Subscribing!

 

 

 

 

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