Knowing the close dates of your deals helps you prioritize when to take action. However, if you have many opportunities in your open pipeline, it can be challenging to keep track and stay on top of them.
Scratchpad’s Deal Spotlights help you view all of your past due and upcoming close dates, allowing you to take instant action so deals don’t slip through the cracks.
Here’s how to quickly view all of your Past Due or Upcoming close dates from one simple view:
Spotlight PAST DUE close dates
Open your pipeline view
Select "Highlight" and "+ custom highlight"
Fill in the parameters in highlight to match "Close date - is before - today"
Select your color (Recommendation: RED)
Spotlight UPCOMING close dates
Open your pipeline view
Select "Highlight" and "+ custom highlight"
Fill in the parameters in highlight to match "Close date - is - this week"
Select your color (Recommendation: YELLOW)
🔥 Managers - add a comment to any record that needs immediate attention!
Curious to learn more? Book time with a Product Specialist today!