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How to create simple views to help prospect into Closed Lost Opportunities
How to create simple views to help prospect into Closed Lost Opportunities

Instantly identify closed lost opportunities and pipeline you can prospect into using cross object filtering.

Updated over 3 months ago

If you're a new AE or SDR who needs to find new opportunities for accounts you're responsible for, here's a workflow that can help you see and identify pipeline in previously Closed Lost Opportunities related to those accounts.

From your Opportunities Pipeline, create or duplicate a new grid view.

  1. Go to filters and filter for [All Opportunities]

  2. Add filter [Account Owner] [is] [YOUR NAME]

  3. Add filter [Stage] [is] [Closed Lost]

  4. Add filter [Close Date] [is on or after] [date frame you want to focus on]

You are finished and ready to prospect 🥳


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