Request a demo
Start free trial

Revenue Deal guidance Signals

Category
Who gets such signal
No decision maker listed
This Signal alerts you to deals that don't have an assigned decision maker

Deal guidance

Sales Account Executive

View relationship intelligence
Close date is approaching, but stage is too low
This Signal alerts you when a deal is unlikely to close by its listed close date because the stage is too low

Deal guidance

Reach out to contacts
Follow up on today’s meeting
This Signal reminds you to follow up with your contacts after a meeting so you don't forget

Deal guidance

Send a follow up
Deal is X days old
This Signal notifies you when a deal passes a certain age (you or your sales operations team can choose the number of days before this Signal is triggered)

Deal guidance

Check engagement timeline
Close date has been changed 5 times
This Signal alerts you when a deal's close date has been changed more than a specified number of times (you or your sales operations team can choose the number of changes that triggers this Signal)

Deal guidance

Check engagement timeline
The close date has been pushed out
This Signal alerts you when a deal’s close dates is moved out

Deal guidance

Sales Account Executive

Check engagement timeline
The close date has passed
This Signal alerts you when an ongoing deal’s close date has already passed

Deal guidance

Update the close date.
See the planned next step from today’s meeting
This Signal shows you the next steps that reps plan with prospects in meetings, based on AI analysis of the recordings

Deal guidance

View next steps
Review the highlights of today’s meeting
This Signal brings you the most important points from your reps’ meetings, based on AI analysis of the recordings

Deal guidance

Sales Account Executive

Review meeting highlights
close
Search

More results...

Generic filters
expand_less