Follow up on an Opportunity
Organize a legal need with a responsible member, next action and outcome.
- 1 min read
- Who this is for: Law firms
- Last reviewed
Before you start
- Before you start
- Active membership and access to that Opportunity.
- Who can do this
- Responsibility and participation permissions determine actions; not every member sees every need.
Steps
- Open Opportunities and review open, overdue or pending-review views. Use Only mine to focus on your work.
- Open a need and check its Source, Responsible member and Next action. Record a specific next action with a due date and time.
- When done, use Complete and schedule next. Use responsibility transfer when available and verify the new Responsible member.
Part 1 of 4