How to Negotiate Opportunities

 Carriers

Apps: Web and Mobile

App Version: 3.4

Overview

  • How to Negotiate Opportunities.
  • How to Book a Deal from an Opportunity

How to Negotiate Opportunities

    1. Click on an Opportunity you would like to negotiate.
    2. If you are not already connected to the other party, you will receive a notification asking you to first connect with the other party before starting the negotiation.
      • Your connection will show as pending until the other party accepts.
      • You can negotiate but won't be able to book a Deal until the connection request is accepted.
    3. Click on Negotiate.
      • This button will show as Counter if it's an Opportunity shared privately with you, or if you have already started the negotiation.
    4. Add/edit the information in the Opportunity card.
    5. Click Submit Counter.

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How to Book a Deal

  1. Once you are happy with the negotiation, or if you see an Opportunity you would like to immediately book, click Book Deal.
  2. You will receive a popup to Proceed or Cancel.
  3. The Deal will now appear in your Deals tab along with all your other booked Deals.

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