Add a Nugget
Ways to add a nugget
Each of these options allow you to add a nugget to you account:
The fastest way to add a nugget is the ADD NUGGET button in the top navigation bar. |
💡If you select this option from a Company Detail page, the Company name will auto-fill |
The green Add Nugget button on the Nuggets page |
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The Add Nugget icon located on the pull down menu on your mobile phone. |
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Firm Services are required for adding a Nugget. Please make sure your firm administrator has added the services for your firm. Firm Services
To add a nugget:
- Service + Service Location - select the service that best fits the potential opportunity. If your firm has locations defined, select the location/office that should be aware of this nugget. (These are configured by the firm administrator in Firm Settings).
- Company + Contact - select the company and if applicable, the contact from that company
- Status - the status of the nugget defaults to 'Open' or you can choose the appropriate status.
- Description - enter a brief description to provide details about the nugget.
Tip: Required fields have a red asterisk (*). The Add Nugget button will not activate until all required fields have been added.
Once a nugget has been added, the firm member(s) identified as the Service Lead and/or the Location Lead will receive an email notification that the nugget was created.
