A Guide to RevOps for Salesforce Admins Get the Guide >>

Incomplete opportunity information

Signal description

An alert system monitors newly created records for missing information and ensures data integrity, notifying a Sales Representative, or their Manager and even Leader, when oversight is necessary. As a result, it is easier for the sales team to support consistent practices and optimal performance.

How organizations use it

Sales representatives are immediately notified with an "Incomplete Opportunity Information Alert" signal upon creation of a record with missing information. If a sales representative neglects to address the alert within a 4-hour window, the signal taps their Sales Manager on the shoulder. Furthermore, if a sales representative accumulates more than three escalated "Incomplete Opportunity Information Alert" signals within a single month, the pattern of persistent CRM hygiene violations is flagged to their Sales Director for appropriate intervention.

Why organizations use it

  • to ensure CRM is updated with important information
  • to enforce playbook practices

Configurable parameters

  • Filter opportunities to which this signal applies
  • List of required fields

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:

Return to Signal Library