Does it make sense for an opportunity to close next week AND be in one of your org's early opp stages? Probably not! Either the stage hasn't been updated to appropriately reflect where the opp is, or that close date needs pushed out.
Open your Opportunities Pipeline View
Click on Highlight at the top of your view
Select + Add custom highlight
Add filters that conflict and you want to surface.
"Stage is Stage 3, Stage 4" AND "Close Date is This Week"
"Stage is Stage 3, Stage 4" AND "Economic Buyer is empty"
"Close date is This Month" AND "Amount/ACV is empty"
🔥 Managers - add a comment to any record that needs immediate attention!
🚨 Deal spotlighting is available on paid Scratchpad plans. Learn more here.
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Questions? Chat with us in the corner through WISH or email us at [email protected]
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