How Growth Center Opportunities Work

Learn how WizField Growth Center uses CRM-derived opportunities, lifecycle controls, and convert-to-draft handoffs.

Growth Center Opportunities are organization-scoped marketing suggestions derived from WizField CRM signals. Publisher roles can review, refresh, dismiss, archive, and convert opportunities into content drafts.

Use CRM Signals to Find Marketing Opportunities

Growth Center Opportunities turn operational signals into marketing suggestions. The Growth Center source of truth identifies jobs and inspections as example signal sources feeding opportunities.

Opportunities stay inside the active organization. Growth Center does not use a client-supplied organization ID to change tenant context.

Manage the Opportunity Lifecycle

Growth Center stores opportunities with lifecycle timestamps and dedupe behavior. Users with publisher permissions can refresh, dismiss, archive, and convert opportunities.

Dispatcher access is more limited. Dispatchers may read several Growth Center areas, but they are not publisher roles for opportunity refresh or conversion.

Convert an Opportunity Into a Draft

Opportunity conversion creates a content draft and links the opportunity to the created draft. This handoff keeps the workflow explicit: an opportunity becomes a draft before publishing.

Converting an opportunity does not publish content. Publishing requires a separate explicit publish-now or publish-schedule action.

Keep Opportunities Organization-Scoped

Growth Center tables are organization-scoped. Regular tenant users should not see or act on another organization's opportunities.

Marketing APIs use session organization context, not alternate organization IDs in query parameters or request bodies.

Continue With Publishing

For the next step after a draft is ready, read How Explicit Publishing Works. For Growth Center's overall scope, read What Is WizField Growth Center?.