The closing date has passed

Signal description

Alerts are generated when the close date of an ongoing opportunity has already passed, notifying the Sales Representative and Director to follow up and update Salesforce, contributing to successful opportunity closure, visibility of important opportunities, and enhanced forecasting accuracy.

How organizations use it

When the Opportunity's Close Date is in the past, the Opportunity Owner and Sales Director receive a notification. The Opportunity Owner gets notified about their every open opportunity. The Sales Director gets notified only during the final stages and when the Opportunity Amount exceeds $50,000.

Why organizations use it

  • to have real-time updates on opportunities in the pipeline

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:

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