Opportunities

This section outlines how to navigate and manage Opportunities within the Partner Space. It explains how to filter and search for specific opportunities and interpret key details — such as status, Account Holder information, and current stage — to efficiently track and manage sales activity.

33 seconds

Bluecross

From the top menu bar, click **Opportunities**.

A list of **Opportunities** will display. Use the **drop-down menu** to filter which opportunities are viewable, or use the **search bar** to locate a specific opportunity. 1. **Opportunity Name** – Displays the current status, **Account Holder name**, close date or last accessed/serviced date, and a unique opportunity identifier (note: this is *not* the contract number). 2. **Opportunity Record Type** – Identifies the type of opportunity. 3. **Stage** – Shows the current stage or progress of the opportunity.

To view the opportunity or resume a quote or application in progress, click the **Opportunity Name** link.

Opportunities

33 seconds

Bluecross

From the top menu bar, click **Opportunities**.

To view the opportunity or resume a quote or application in progress, click the **Opportunity Name** link.