Relationship records
A professional relationship can be represented when a participating IOXN brand has a legitimate reason to associate a professional, specialist, partner or participant with a record. The relationship should state its actual role and scope.
Opportunity records
Opportunities can be shown when they have been deliberately created and assigned through an IOXN workflow. The platform does not populate artificial opportunities to make the workspace appear active.
Controlled access
Visibility follows the record relationship. A user sees opportunities or professional relationships connected to their account, not a fabricated universal marketplace.
Useful next actions
Where appropriate, the relationship can lead to a qualification step, document request, proposal, participation decision or project action.