In Market Center Sites 3.0, each opportunity card includes an Opportunity Value field that helps quantify the financial impact of a potential recruit. While you can manually adjust this value within an individual card, it’s far more efficient and consistent to update your default values in one central location — using Custom Values in your site settings.
Step-by-Step Guide #
- Access Settings
- From your dashboard, go to the lower-left corner and select Settings.
- Locate Custom Values
- Scroll down the left navigation until you reach the Other Settings section.
- Click on Custom Values (the third option in that section).
- Open Agent Value Folder
- Select the Agent Value folder at the top of the list.
- This folder contains your company dollar values for various recruit types:
- R0 Company Dollar – Includes “Not in School” and “In School” recruits.
- R1 Company Dollar
- R2 Company Dollar
- Edit a Value
- To adjust one, click the three dots next to the item.
- Choose Edit Custom Value.
- Enter your new value (for example, change from $1,200 to $1,500).
- Click Update to save.
Why Use Custom Defaults? #
Setting these values here ensures:
- Consistent opportunity tracking across your team.
- Cleaner reporting for company dollar projections.
- Automatic population of the correct values into each new opportunity card.
You can still make adjustments manually when unique situations arise, but these defaults help maintain accuracy and efficiency across your recruiting pipeline.
