Staying on top of a deal can be challenging but it's easier to do when you know what the next step is in the process. Not only is this information super useful, but it can give you the exact action that needs to be taken next! This is why you always hear "update your next steps!!" from your manager.
Let's walk through a quick and easy way to stay on top of empty next steps via spotlighting:
Find a view you love!
Suggestion: Bring in NEXT STEP field (not required)
Click Highlight at the top of your grid view
Select + Add Highlight and then + Add custom highlight
Add [Next Step] [is empty]
🚨 Deal spotlighting is available on paid licenses. Learn more here.
Book a Complimentary 1:1 with a member of our User Delight team today!
Questions? Chat with us in the corner through WISH or email us at [email protected]
Ready to make your sales team happy? Talk to sales or learn how to purchase Scratchpad here.