What is the Opportunity Database?

The opportunity database utilizes Cloverleaf's AI to review sales leads based on your personal goals.

Navigate to the Sales Opportunity icon on the left-side navigate bar. This will open up the Opportunity Database where you are able to add in the keyword(s) that you are interested in. You can further filter by the location to see the specific area(s) that you are tracking.

Individual opportunities will be available on the right side of the screen with a summary of the opportunity and the NAICS code. Click on the summary to be brought directly to the meeting where this opportunity was discussed by the municipality. 

Once you are satisfied with the keywords for your opportunities search, you will be able to save your search aspart of your daily Signals emails. You can choose to update an existing Opportunity Campaign or create a new one.

Your Opportunity Campaigns will be part of your daily digest emails from Cloverleaf.