--- title: Request Form Setup - Visit Opportunities description: Request Form Setup - Visit Opportunities --- [Skip to content](https://nexusengage.com/support/request-form-setup-visit-opportunities#main-content) English Show submenu for translations ![fb2acfcb-b621-467c-ac7f-d5d4beee378d-1](https://nexusengage.com/hs-fs/hubfs/fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png?width=200&height=53&name=fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Nexus Website](https://nexuscenter.io/) [Nexus Website](https://nexuscenter.io/) What are you looking for? - There are no suggestions because the search field is empty. 1. [Nexus Support Center](https://nexusengage.com/support) 2. [Engagement Hub](https://nexusengage.com/support/engagement-hub) 3. [Visit Requests and Form](https://nexusengage.com/support/engagement-hub#visit-requests-and-form) # Request Form Setup - Visit Opportunities The Visit Opportunities form allows you to identify business or sales opportunities impacted by this visit.  #### **How to access** Open Visit - Opportunities page **NOTE**: Make sure the “Opportunities” tab is enabled for your visit type under the [Admin - Request Form Setup](https://briefingedge.helpscoutdocs.com/article/150-request-form-setup) page. #### **Overview** The Visit Opportunities form allows you to identify business or sales opportunities impacted by this visit.  #### **Adding an Opportunity** ![](https://s3.amazonaws.com/helpscout.net/docs/assets/611aa3c462402b7b1189c148/images/65f067de8df12e6a1cd7ecc2/file-QewqpcyOUZ.png) There are a few ways to add Opportunity: ### **+ New Opportunity** This button allows you to set up an Opportunity for the first time. ![](https://s3.amazonaws.com/helpscout.net/docs/assets/611aa3c462402b7b1189c148/images/6611bbcd4db6eb7a51d931eb/file-poi4w3wv6O.png) **NOTE:** The form name and field labels are configured by your administrator and may be different than what is described here. ### **Add From CRM** *This button only appears if it has been configured to access your CRM system. It will access your CRM and allow you to choose opportunities from that system.* #### **Working with an Opportunity** ![](https://s3.amazonaws.com/helpscout.net/docs/assets/611aa3c462402b7b1189c148/images/6611bbe3d9cffa6c1049d04a/file-3k78TSu10P.png) Based on the date the opportunity was added, it will be categorized into either the pre-briefing or post-briefing sections. Opportunities that are added on the date of the visit or subsequently will be displayed under the "Added after visit" section. Users have the capability to update an existing opportunity or remove it from the visit. - [Engagement Hub](https://nexusengage.com/support/engagement-hub#main-content) - [Release Notes](https://nexusengage.com/support/engagement-hub#release-notes) - [Dashboard and Calendar](https://nexusengage.com/support/engagement-hub#dashboard-and-calendar) - [Visit Requests and Form](https://nexusengage.com/support/engagement-hub#visit-requests-and-form) - [Visit Scheduling and Management](https://nexusengage.com/support/engagement-hub#visit-scheduling-and-management) - [Site and Room Administration](https://nexusengage.com/support/engagement-hub#site-and-room-administration) - [User Management and Profiles](https://nexusengage.com/support/engagement-hub#user-management-and-profiles) - [System Configurations](https://nexusengage.com/support/engagement-hub#system-configurations) - [API](https://nexusengage.com/support/engagement-hub#api) - [Domain](https://nexusengage.com/support/engagement-hub#domain) - 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[Media](https://nexusengage.com/support/experience-hub#media) - [Home Screen](https://nexusengage.com/support/experience-hub#home-screen) [![Nexus-Logo](https://nexusengage.com/hs-fs/hubfs/Nexus-Logo.jpg?width=143&height=50&name=Nexus-Logo.jpg "Nexus-Logo")](http://www.signet.tv) Nexus Help Center  Contact Nexus Support: [support@nexuscenter.io](mailto:support@nexuscenter.io)  Copyright © 2025, Nexus ```json { "@context" : "https://schema.org", "@id" : "https://nexusengage.com/#organization", "@type" : "Organization", "description" : "AI-powered customer engagement platform for enterprise teams.", "knowsAbout" : [ "Customer Engagement", "Briefing Programs", "Customer Experience", "Sales Enablement", "Executive Briefings", "Customer Advocacy" ], "logo" : { "@type" : "ImageObject", "height" : 32, "url" : "https://nexusengage.com/hubfs/raw_assets/public/nexus-theme/images/theme/nexus-logo.svg", "width" : 160 }, "name" : "Nexus", "sameAs" : [ "https://www.linkedin.com/company/nexus-hub/" ], "url" : "https://nexusengage.com" } ``` ```json { "@context" : "https://schema.org", "@id" : "https://nexusengage.com/#website", "@type" : "WebSite", "inLanguage" : "en", "name" : "Nexus", "publisher" : { "@id" : "https://nexusengage.com/#organization" }, "url" : "https://nexusengage.com" } ```