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Quick Wins

Summary​

Quick wins help sales and customer success professionals close deals faster by recommending certain actions as opportunities approach their predicted close dates. Up to 15 quick win recommendations show at a time, are sorted by Repeat Buyer Potential by default, and update as soon as you take action and the CRM sync runs. Some quick wins have the sparkles icon to help you complete the recommended action quickly. Selecting the opportunity name will take you to the opportunity detail page.

quick wins

Types of Quick Wins​

  • Add Contact: Helps you identify a missing contact on a deal where similar deals were closed with a contact of this title
  • Price Increase Recommended: Recommends that you increase the price as you could be leavely money on the table due to similar deals closing at higher amounts
  • Price Descrease Recommended: Recommends that you decrease the price as similar deals close at lower amounts