June 2021 Product Updates

New Opportunity Flow

 min read

New Opportunity Flow

Vendor/Customer

The first thing you may notice is a more 'focused' view once you create a new project. Vendors see the chat and the requirements tab; customers see the requirements tab only. The other tabs you need will only appear once action is required in them. By paring down the screen contents, we hope to make your required action more obvious, with fewer distractions.

Next, begin the matching process by tapping the "Find an Expert" button above your requirements. Once you are happy with your requirements, tap "Share your requirements" to get matched. Scope finds the best available expert for you based on your unique circumstances and needs.

Once you share your requirements and the expert accepts the opportunity, the match will be complete and you will be able to chat with your expert.  This stage is for you to clarify any requirements and for your expert to build a high-level proposal for you to review.  If the proposal looks good and you accept it - your project will move into the contracting phase for finalization.  If you decline the proposal, you will be returned to the matching screen with the next best expert.

Experts

Opportunities are now matched with one expert at a time. Experts have 24 hours to accept an opportunity or it will be passed to the next available expert, so keep an eye out for Scope emails.

Once you've accepted an opportunity, you can begin to chat with your customer about details to help inform your proposal. The proposal building widget is still in the requirements tab but now the content is laid out on top of each other for better readability.  Once a proposal is submitted, clients have 72 hours to respond before it is auto-archived.  We will notify you when the opportunity is archived, and you should see it in your 'Archived' tab in the Opportunities page. The goal is to clean up the opportunity view but also speed up the process.

User Groups

Scope users are typically businesses that consist of teams of individuals.  Therefore, we laid the groundwork to support tiers of users.  In the first version, there will only be administrative users and regular users.  The administrative users are able to manage their team, create/remove other admins, and have visibility into all projects.  In the next release, regular users will only see projects they have created or have been added to as a stakeholder.

We have made all current users administrative users to avoid any undesired behavior.

As always, if you have any feedback, comments, or problems please e-mail the Scope Product team at support@scopeinc.com.