Business & marketing

Opportunity Brief

One page on a deal for your team or manager: the need, your proposal, value and stage, who decides, risks and next steps.

Privacy ModeLeaves out the prospect’s name and your branding. Hide amountsWith Privacy Mode on, deal values are shown as “Confidential”.

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Your opportunity brief

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I confirm I have used roles rather than people’s names, and no ID or account numbers.

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The sensitive-data check looks for NRIC/FIN-style IDs and long account-like numbers. It cannot catch every kind of personal information, so review the preview before you share it.