All Collections
Overturning an Opportunity in essensys Operate
Overturning an Opportunity in essensys Operate

Overturn Opportunities in essensys Operate

Stuart avatar
Written by Stuart
Updated over a week ago

To overturn an opportunity, go to Sales > Opportunities and select the opportunity you need. You can also search for it directly into the global search box, next to the Operate logo.

Next, on the opportunity details page, click Overturn, in the options menu on the right.

Next, select the broker and their main contact, then add their email address. Click Overturn to finish.

Once you finalize the overturn, the Broker Details section of this opportunity will update with overturn information and set the broker status to Overturned.

Did this answer your question?