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Adding insights to Opportunities

TheyDo also allows you to ‘nest’ one or multiple Insights within an Opportunity. That way, you’ll be able to trace back the exact needs, jobs, pains or gains that an Opportunity is based on. The more Insights you link to an Opportunity, the better you’ll be able to estimate the impact they might have on the customer experience.

 Adding insights to Opportunities

  1. Open the Opportunity

  2. Click on the ‘insights’ tab

  3. Click on ‘Add Insight’ and choose or create an insight.

Use this to add supporting Insights (e.g. Needs or Pains, or Jobs) related to an Opportunity. This will help you explain what Needs, Pains, or Jobs the Opportunity or Solution is meant to address, and helps to estimate how much customer or business value they hold.