--- title: How to Use Opportunity Hub's Call List description: Learn how to use Steer's Opportunity Hub Call List to prioritize leads, contact customers, offer appointments, and track outreach results. --- [Skip to content](https://help.steercrm.com/knowledge/how-to-utilize-steers-opportunity-scoring-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 Use Opportunity Hub's Call List ## Learn how to work leads in Opportunity Hub, use personalized Talk Tracks, view appointment availability, and track customer follow-up. Opportunity Hub helps your shop identify valuable customer opportunities, prioritize outreach, and turn conversations into booked appointments. With customizable filters, saved views, and personalized talk tracks, you can focus on the leads that matter most to your shop. Whether you're following up on overdue maintenance, reaching out to your hottest leads, or working through a daily call list, Opportunity Hub can adapt as your priorities change. ⚙️✅**Availability:** Opportunity Hub is available with Steer Ultimate. Shop owners and admins can configure settings, while service advisors can work opportunities. Jump to: [Getting Started with Opportunity Hub](https://help.steercrm.com/knowledge/how-to-utilize-steers-opportunity-scoring-hub#getting-started-opp-hub) [Filtering Opportunities](https://help.steercrm.com/knowledge/how-to-utilize-steers-opportunity-scoring-hub#getting-started-opp-hub) [Working an Opportunity](https://help.steercrm.com/knowledge/how-to-utilize-steers-opportunity-scoring-hub#working-an-opp) [Marking an Opportunity Outcome](https://help.steercrm.com/knowledge/how-to-utilize-steers-opportunity-scoring-hub#opp-outcome) [Downloading Opportunity Hub Reports](https://help.steercrm.com/knowledge/how-to-utilize-steers-opportunity-scoring-hub#download-opp-hub) [Frequently Asked Questions](https://help.steercrm.com/knowledge/how-to-utilize-steers-opportunity-scoring-hub#opp-hub-faq) --- ### Getting Started with Opportunity Hub 1. Log in to Steer. 2. Select **Opportunity Hub** from the left navigation menu. 3. Open **Today's Call List** to view your customer opportunities. ⚡Quick Link to Call List [here](http://app.steercrm.com/ultimate-opportunities-persistence). ![Opp Hub Leads](https://help.steercrm.com/hs-fs/hubfs/Opp%20Hub%20Leads.png?width=670&height=168&name=Opp%20Hub%20Leads.png) Each opportunity includes important information to help your team prioritize follow-up, including: - **Customer and vehicle:** Identify the customer, their vehicle, and their last visit. - **Opportunity Score:** See how likely a customer-vehicle pair is to return for service, ranked from Cold to Very Hot. - **Signals:** Understand the customer behaviors or service needs contributing to the opportunity. - **Talk Track:** Access suggested messaging to guide customer conversations. - **Quick Actions:** Track outcomes, create follow-up tasks, and manage opportunities. For more information about how scores are calculated, see [Understanding Opportunity Scoring](https://help.steercrm.com/knowledge/understanding-opportunity-scoring?hsLang=en). --- ### Filtering Opportunities | 1. Navigate to **Opportunities \> Today's Call List**. 2. Select **Filter**. 3. Choose the criteria you want to use to narrow your opportunities. 4. Apply your filters to update the Call List. For example, you might want to: - Find Very Hot leads who have overdue brake maintenance. - Focus on customers with deferred services or open quotes. - Work through your top 10 opportunities for the day. - Find customers with specific maintenance reminders or deferred service needs. You can also use keyword filters for Deferred Services and Maintenance Reminders to narrow opportunities to particular service needs. | ![Opportunity Hub\_Filters\_Unnumbered](https://help.steercrm.com/hs-fs/hubfs/Opportunity%20Hub_Filters_Unnumbered.png?width=670&height=1857&name=Opportunity%20Hub_Filters_Unnumbered.png) | | --- | --- | **Save and Manage Filtered Views** If you frequently work with the same types of leads, save your filters as a view so you don't have to recreate them each time. 1. Apply the filters you want to use. 2. Save the filtered list as a new view. 3. Give the view a recognizable name, such as *Overdue Brake Service* or *Top 10 Leads*. 4. Return to your saved views whenever you want to work with that audience. You can also: - **Update a saved view** when your priorities or filtering criteria change. - **Switch between views** to focus on different groups of opportunities. - **Set a default view** that opens automatically when you visit Opportunity Hub. This makes it easy to shift between outreach priorities without rebuilding your Call List.\\ --- ### Working an Opportunity 1. Open **Today's Call List**. 2. Select a customer opportunity. 3. Review the Talk Track panel for suggested messaging based on the customer's signals. 4. Use the messaging to guide your conversation. The Talk Track replaces the previously named **Call Guide**. You can also use the Talk Track messaging when following up with customers through text or email. **Want to update a talk track?** Tenant Owners and Admins can update the signals that display on the Hot List, update talk tracks, and add personalization tokens. **View Available Appointment Times** Opportunity Hub displays available appointment dates and times directly in the Talk Track panel. While speaking with a customer, your advisor can review open appointment slots without navigating away from the opportunity. This makes it easier to suggest appointment times during the conversation. **Important:** Appointment availability is for reference. Viewing an available time does not reserve or book the appointment. Advisors must complete booking through the existing appointment process. **See When Another Advisor Is Working an Opportunity** Opportunity Hub helps prevent multiple service advisors from working the same lead simultaneously. When an advisor is working an opportunity, other team members can see: - That the opportunity is **In Progress**. - Which advisor is currently working it. This helps your team coordinate outreach and avoid contacting the same customer at the same time. --- ### Marking an Opportunity Outcome As you work opportunities, update their status to keep your Call List organized. **Mark an Opportunity as Won** When a customer agrees to move forward with service, mark the opportunity as **Won**. You can also use the existing booking workflow to schedule their appointment. Won opportunities are removed from the active Call List on the next page refresh. ![Opp Hub Mark Won-1](https://help.steercrm.com/hs-fs/hubfs/Opp%20Hub%20Mark%20Won-1.png?width=670&height=450&name=Opp%20Hub%20Mark%20Won-1.png) **Mark an Opportunity as Lost** If a customer declines the opportunity or the lead is no longer actionable, mark it as **Lost**. Lost opportunities are removed from the active Call List on the next page refresh. ![Mark Lost Opp Hub Use-1](https://help.steercrm.com/hs-fs/hubfs/Mark%20Lost%20Opp%20Hub%20Use-1.png?width=670&height=436&name=Mark%20Lost%20Opp%20Hub%20Use-1.png) **Mark a Call Attempt with No Response** | If you attempt to contact a customer but they don't answer, record the attempt as **No Response**. This adds a call-history entry to the customer's profile and quick customer profile, helping other team members see that outreach was attempted. | ![Opportunity Hub\_No Response](https://help.steercrm.com/hs-fs/hubfs/Opportunity%20Hub_No%20Response.png?width=452&height=635&name=Opportunity%20Hub_No%20Response.png) | | --- | --- | **Mark a Customer as Do Not Call** If a customer asks not to receive calls from your shop, you can mark them as **Do Not Call**. This setting is available from the customer profile or quick customer profile. When enabled: - The customer's call button is disabled. - The customer no longer appears in Opportunity Hub. - Staff can reverse the setting if the customer's preferences change. **Note:** Do Not Call is a manually managed customer preference. It is not the same as an automated SMS opt-out. ![Opportunity Hub\_Do Not Call](https://help.steercrm.com/hs-fs/hubfs/Opportunity%20Hub_Do%20Not%20Call.png?width=331&height=428&name=Opportunity%20Hub_Do%20Not%20Call.png) **Create Follow-Up To-Dos** You can also create To-Dos to remind yourself or another team member to follow up with a customer. To-Dos can include information such as an assignee, due date, customer, vehicle, and notes. Opportunity-related To-Dos can be managed from the **To-Dos** section in Steer. --- ### Download Your Opportunity Results Want to review your team's results? 1. Navigate to **Today's Call List**. 2. Select **Download**. 3. Download the Won and Lost opportunity report. This report provides a downloadable record of opportunities your shop has marked Won or Lost. --- ### Frequently Asked Questions **Why did an opportunity disappear from my Call List?** An opportunity may no longer appear because its signal was disabled, it was marked Won or Lost, the customer was marked Do Not Call, or your current filters or list limit exclude it. **Can I save different views for different priorities?** Yes. Create saved views for different customer groups or service needs, and switch between them as your priorities change. **Can I customize Talk Tracks for my shop?** Yes. Shop owners and admins can customize Talk Tracks, including introductions, signal-specific messaging, outros, and Must-Say messages. You can check out the KB article for how to customize the talk track [here](https://help.steercrm.com/knowledge/how-to-customize-opportunity-hub?hsLang=en). **Can I book appointments directly from the Talk Track?** Available appointment times appear in the Talk Track for reference. Booking still follows your existing appointment process. **Can I configure Opportunity Hub for all my locations at once?** Opportunity Hub settings are configured at the shop level. Confirm whether centralized configuration is available for your organization before assuming changes will apply across multiple locations. **Where did the Call Guide go?** Call Guide has been renamed **Talk Track**. You can access it when working an opportunity. **Does filtering my Call List change Opportunity Scores?** No. Filters, saved views, and list limits help you decide which opportunities to work without changing how customers are scored. --- **Please reach out to Customer Support if you have any questions.** - [Email](mailto:support@steercrm.com) - or chat with our team via the Steer platform. - [Booking](https://help.steercrm.com/knowledge/booking?hsLang=en#main-content) - [Steer x AutoOps](https://help.steercrm.com/knowledge/booking?hsLang=en#steer-x-autoops) - [Lead Management & Marketing Tracking](https://help.steercrm.com/knowledge/booking?hsLang=en#lead-management-marketing-tracking) - [Availability & Capacity Management](https://help.steercrm.com/knowledge/booking?hsLang=en#availability-capacity-management) - [Issue Tree Management](https://help.steercrm.com/knowledge/booking?hsLang=en#issue-tree-management) - [Steer Scheduling Tool (Retiring Soon)](https://help.steercrm.com/knowledge/booking?hsLang=en#steer-scheduling-tool-retiring-soon) - 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