High-priority deals can make or break your quarter. However, tracking and inspecting those deals can be challenging. It is difficult to find deals at risk in Salesforce, see weekly changes, understand why changes are happening, and track deal movement.
Scratchpad’s deal spotlighting instantly shows which deals need your focus and immediate action.
Open your Opportunity Pipeline Grid or Kanban View 2.
Click 'Highlighting' at the top of your View
Select + Add Highlight and select + Add Custom Highlight
Define a rule:
From the first drop-down select the field you want to define the rule for. For this example, select "close date"
From the second drop-down select the logic for your rule. Select "is before"
From the third drop-down enter or select the value for your rule. For this example, we will select "last week"
Cells are now highlighted in red based on the rule you defined. You can add multiple highlights to any view
Add another highlight and define another rule by clicking + Add custom highlight
From the first drop-down select the field you want to define the rule for.
Select "amount"
From the second drop-down select the logic for your rule. For this example, we will select "is greater than"
From the third drop-down enter or select the value for your rule.
For this example, we will select "200000"
Cells are now highlighted in purple based on the rule you defined. You can add multiple spotlights to any view
PRO TIP! You can also hide a deal spotlight by selecting the eye icon or remove by clicking the trash icon
Let's do it together!
Curious to learn more? Book time with a Product Specialist today!