Pipeline View for This Quarter's OpportunitiesReps can create views for opps closing this quarter while Sales Leaders can use views to keep track of their team’s deals in future quarters
How to spot deals in open pipeline with past due or upcoming close datesSee and take action on deals with past due or upcoming close dates in one simple pipeline view.
How to create simple views to help prospect into Closed Lost OpportunitiesInstantly identify closed lost opportunities and pipeline you can prospect into using cross object filtering.
Create a Pipeline View for Closed Won OpportunitiesHow to see and track progress towards your opportunities and open pipeline
Quickly See Empty Next Steps
How to Find and Inspect High-Priority OpportunitiesFocus and inspect the high value deals to spot risk before it's too late.
A Better Way: Zero Board for Outdated Next Steps
A Better Way: Bulk Assigning Accounts
Spotlight Opportunities with Empty MEDDICC FieldsEnsure your MEDDICC fields stay up to date with spotlights in your Pipeline View.
A Better Way: Remediate Bulk Update Errors in SecondsIdentify and mass resolve the errors in your bulk update!
Identify Inconsistencies in your Opportunities with Deal SpotlightingIdentify any inconsistencies in your deals!