During client interactions, firm members may discover potential opportunities — known as nuggets. Often, these potential opportunities don't require the full effort of creating a formal deal but should still be documented in an actionable way. The Nuggets functionality in ABLE provides a way to capture and monitor these opportunities.
To navigate to the Nuggets page, click on the Nuggets icon located in the blue toolbar on the left hand side of your screen.
In this section you will find a complete list of nuggets that have been entered into your ABLE account. You can filter the list down by a variety of criteria.
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