Deal Management & Success Plans Overview

Created by Aye Myat, Modified on Mon, 6 Jul at 10:55 AM by Aye Myat

Objective

Learn how to work opportunities through the pipeline, track deal health, and build mutual success plans that keep buyers and sellers aligned to close.

Applies To

  • Product area: Deal Management & Success Plans
  • Audience: Sellers and managers, with some admin setup

Overview

Deal Management & Success Plans brings together the tools for advancing opportunities to close. Use the areas below to learn how each one works and how to put it into practice.

  • Opportunities — Manage opportunities — stages, sales methodology, activity association, and Smart Deal Assist.
  • Deal Health — Learn how Deal Health scores opportunities and flags risk.
  • Success Plans Setup — Create and configure Success Plans, templates, teams, and security.
  • Success Plans Best Practices — Run Success Plans effectively with best practices.

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