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Engagement highlights of a single opportunity or account

1 min read

Engagement highlights

In the Engagement highlights block, you can grasp quickly what was the most recent meeting, inbound and outbound emails with representatives of an Opportunity.

What’s next is automatically retrieved from Salesforce if the corresponding field is filled in.

Revenue Grid also analyses the Sales Representatives’ calendars to identify any future scheduled meetings with their Opportunities and fills in the next step with any future events.

Sales Reps can add the Next step right in the Opportunity table. It will be automatically synced to Salesforce.
Change history reflects the changes made to an Opportunity and their number. For example, Close date shifts, Amount changes, Opportunity age.

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