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Glossary

Term Description
Opportunity An Opportunity in Synergist is a job that is still at "quote" status. Generally an opportunity is created when a client or a prospect requests a quotation for a service or product. It may also be created when a lead is promoted. An opportunity would normally be promoted to a live job before work will be available for booking into the diary, but diary preferences can also be set to display opportunities (quotes) and company settings can be changed to allow time sheet entry for quote status jobs.