The purpose of this article is to provide Outreach users with information about how to view and review key details of the deals in your sellers’ pipeline such as deal amount, next step, close date, and other relevant fields as determined during implementation.
- Outreach Users
Deals gives you the ability to view, manage, and edit all opportunities in your CRM.
Write-back functionality is turned off by default for organizations. A request can be made by emailing your Outreach Commit point of contact, or by using the Support Portal to submit a request to our Technical Support Engineers.
For more information on syncing data in the deal grid, please refer to instructions on mapping your CRM to Outreach Commit.
Outreach Commit classifies deals as Off Track that generally are not pacing or do not have time to close based on your normal sales cycle. This includes scenarios like:
- The rep has put a close date on the deal that is too soon given your normal sales process and where the deal currently is in that process.
- The deal has been stuck in its current stage for at least double the normal amount of time.
Indicates that based on your team’s historical trends, the deal is on pace to be able to close within the current sales period.
Indicates that the deal has been in a stage for substantially longer than normal for the given seller and their team.
Indicates that the deal's close date has been pushed outside of the current sales period.
Outreach Commit monitors every deal in the pipeline and proactively alerts leaders when issues are discovered. These alerts will include an overview of why the deal is off track and recommendations for next steps they can take to remedy the situation.
Risk signals in Outreach Commit help identify situations where you or your team may need to work with individual reps to intervene. For example, if one of the deals in your pipeline is missing a key decision maker and is moving slower than normal for a typical deal in the same stage, Outreach Commit will highlight this in a single view so that you can understand what needs to be done to resolve the deal risk.
This view is accessible by clicking on any deal in Commit. It includes all the key information on the deal as well as an activity timeline.