Opportunities

Opportunities are the good news Praktor spots: expansion, upsell interest, a referral, a client willing to act as a reference. They sit alongside risks on the client’s Insights tab and work the same way.

What an opportunity carries

Each one has a value of Low, Medium or High, a suggested next step, and a link to the interaction it came from.

How do I work through one?

Opportunities move Open → Pursuing → Completed. If one isn’t worth chasing, mark it Declined or Not relevant.

The list, the duplicate-merging and the Archive tab all behave exactly as they do for risks, so there’s nothing new to learn.

What happens next

Unlike risks, opportunities don’t change the health score your people’s logs produce. They’re there to make sure a chance mentioned in passing on a Tuesday call doesn’t quietly evaporate.

Next

• The other half of the picture: Risks.
• Turn a next step into tracked work: The actions board.