Knowing your close dates can help you stay on top of your task list. It is really easy for data to blend in though and sometimes due dates can slip through the cracks. Using Scratchpad Deal Spotlights can help you identify your close dates and help you stay organized.
To spotlight your 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)
To spotlight your 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!
🚨 Deal spotlighting is available on paid Scratchpad plans. Learn more here.
Book a Complimentary 1:1 with a member of our User Delight team today!
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