To request a review, please remember that you must first confirm you have reached an agreement with the Client.
To do this:
1. Open the Opportunity.
2. Click Details in the top right.
3. Select “I made a deal with the Client.”
The Opportunity will move to the Deals section, and at that point you can proceed with requesting the review.
- Open the Opportunity and click "Ask for a Review".
- You can either send an email notification to the Client by clicking Send notification now, or you can share the link directly with the Client via SMS or WhatsApp.
Please note:
- Only Clients with whom you have confirmed an agreement can leave you a review.
- Both the Professional and the Client can click the button to confirm the agreement.
- If neither party clicks the button by the service date, the Opportunity will expire and will no longer be visible.