WizField Docs

Marketing Opportunity

Understand a Marketing Opportunity as a Growth Center item derived from CRM signals that can support draft creation without auto-publishing.

A Marketing Opportunity is a Growth Center item derived from CRM signals. It can help users identify marketing moments and convert appropriate opportunities into drafts.

Define Marketing Opportunity in Growth Center

WizField Growth Center includes CRM-derived opportunities as part of organization-scoped marketing operations.

Opportunities help surface potential marketing moments from business activity, but they do not replace human review or publishing decisions.

Convert Opportunities Into Drafts

Growth Center can support an opportunity-to-draft handoff. A convert-to-draft action creates a marketing draft and links the opportunity to the created draft.

Opportunity conversion does not silently publish content to external channels.

Keep Opportunity Actions Role-Bound

Publisher roles can perform opportunity mutations such as refresh, dismiss, archive, and convert. Dispatchers are not publisher roles for opportunity refresh or conversion actions.

This boundary keeps read access separate from marketing publishing authority.

Continue With Growth Center Opportunities

For the full workflow, read How Growth Center Opportunities Work. For role boundaries, read Why Can't a Dispatcher Publish in Growth Center?.

On this page