--- title: How to Customize Opportunity Hub description: Customize Steer's Opportunity Hub with signal settings, personalized Talk Tracks, saved views, and Call List filters to match your shop's priorities. --- [Skip to content](https://help.steercrm.com/knowledge/how-to-customize-opportunity-hub#main-content) English Show submenu for translations [![Steer\_AutoOps\_Brand\_Marks-all-white](https://help.steercrm.com/hs-fs/hubfs/Steer_AutoOps_Brand_Marks-all-white.png?width=100&height=34&name=Steer_AutoOps_Brand_Marks-all-white.png)](https://help.steercrm.com/knowledge?hsLang=en) - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) Open main navigation Close main navigation - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) - English Show submenu for translations - [Support](mailto:help@steer.io) [Support](mailto:help@steer.io) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.steercrm.com/knowledge?hsLang=en) 2. [Steer Ultimate](https://help.steercrm.com/knowledge/steer-ultimate?hsLang=en) 3. [Opportunity Hub/Today's Call List](https://help.steercrm.com/knowledge/steer-ultimate?hsLang=en#opportunity-hub-todays-call-list) October 20, 2026 # How to Customize Opportunity Hub ## Learn how to customize Opportunity Hub by managing signals, personalizing Talk Tracks, and creating saved lead views. Every shop has different priorities, and those priorities can change throughout the week. Opportunity Hub gives your shop more control over which leads appear in your Call List and how your service advisors communicate with customers. You can customize Opportunity Hub to: - **Focus on the right opportunities:** Turn signals on or off to control which types of leads appear. - **Organize your outreach:** Create filtered views for different customer groups and service priorities. - **Personalize your conversations:** Customize Talk Tracks to reflect your shop's messaging, promotions, and preferred approach. ⚙️✅ **Before you begin:** Opportunity Hub settings are available to shop owners and admins. Settings are configured at the shop level. **Jump to:** [Managing Opportunity Signals](https://help.steercrm.com/knowledge/how-to-customize-opportunity-hub#managing-opp-signals) [Updating Talk Tracks](https://help.steercrm.com/knowledge/how-to-customize-opportunity-hub#updating-talk-tracks) [Reviewing Changes](https://help.steercrm.com/knowledge/how-to-customize-opportunity-hub#reviewing-changes) --- ### Manage Your Opportunity Signals Opportunity signals identify customer behaviors and service needs that may represent an opportunity for your shop. For example, signals can identify customers with overdue maintenance, declined services, abandoned bookings, or missed appointments. You can turn individual signals on or off to control which types of opportunities appear in your Call List. ![Opportunity Hub Signals](https://help.steercrm.com/hs-fs/hubfs/Opportunity%20Hub%20Signals.png?width=670&height=426&name=Opportunity%20Hub%20Signals.png) **Turn Signals On or Off** 1. Navigate to **Shop Settings \> Opportunity Hub \> Signals**. 2. Review the available opportunity signals. 3. Use the toggle beside each signal to enable or disable it. 4. Return to **Today's Call List** to review your updated opportunities. When you turn a signal off, it is removed from the Call List, signal legend, filters, and Talk Tracks. If a customer has no remaining enabled signals, their opportunity will no longer appear. **Does Turning Off a Signal Change Opportunity Scores?** **No. Turning signals on or off does not change how Opportunity Scores are calculated.** Signal settings only control which opportunities appear in your Call List. For example, a customer with a Very Hot score does not receive a lower score because you disabled a signal. However, if that customer's opportunity has no remaining enabled signals, it will no longer appear in the Call List. You can update your signal preferences whenever your shop's priorities change. --- ### Updating Talk Tracks 1. Navigate to **Shop Settings \> Communication \> Talk Track**. 2. Review your existing Talk Track settings. 3. Customize your messaging as needed. Talk Tracks include three main components: - **Introduction:** How your advisors begin a conversation. - **Core Message:** Messaging specific to the customer's opportunity signals. - **Outro:** How your advisors close the conversation. **Customize Messaging for Individual Signals** Each opportunity signal can have its own core message. For example, your shop might want a different approach when contacting a customer about declined brake service versus an abandoned booking. 1. Open the Talk Track settings. 2. Find the signal you want to customize. 3. Enable its Talk Track field. 4. Enter the messaging you want your advisors to use. This helps ensure your team communicates consistently while addressing each customer's specific needs. **Choose Full Scripts or Bullet Points** You can decide how Talk Tracks are presented to your advisors. - **Full Script -** Write the wording you want advisors to use. Steer fills in the relevant customer details. - **Bullet Points -** Provide key talking points that advisors can reference during the conversation. Your selection applies to the entire Talk Track, including the introduction, core messages, and outro. **Add a Must-Say Message** Have a promotion or special announcement you want every advisor to mention? Use the **Must-Say** field to include a message in every generated Talk Track. For example: *"Ask about our fall brake service special!"* This is useful for seasonal promotions, shop announcements, or important messaging you want your team to communicate consistently. **Important:** Must-Say messages appear in every Talk Track, regardless of the customer's opportunity signals. Remember to update or remove expired promotions. **Personalize Messages with Customer Tokens** Talk Track fields include a token picker that allows you to insert customer-specific information. ![Opportunity Hub\_Tokens](https://help.steercrm.com/hs-fs/hubfs/Opportunity%20Hub_Tokens.png?width=670&height=153&name=Opportunity%20Hub_Tokens.png) Available tokens include: - Customer first name. - Vehicle information. - Service details. - Advisor. - Shop location. Steer uses these tokens to populate relevant details when generating Talk Tracks. --- ### Reviewing Your Changes After updating your settings, return to **Today's Call List** to review how your changes appear. Check that: - Your enabled signals reflect the types of opportunities your shop wants to pursue. - Your saved views contain the appropriate leads. - Your Talk Tracks include the messaging you want advisors to use. - Your default view supports your team's current outreach priorities. 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