Pipeline & forecasting — found from sitemap — Close

Cited by

Facts read from this source

• Opportunity lead limit Report an error

  “In Close, there is a 1000 Opportunity limit per Lead.”

• Opportunity custom fields Report an error

  “Opportunities add value to a Lead and can be assigned to specific Contacts on your Leads. You can add Custom Fields to each Opportunity as well.”

• Opportunity statuses Report an error

  “Status: Defaults are ‘Demo Completed’, ‘Contract Sent’, ‘Proposal Sent’, ‘Won’, and ‘Lost’. You can add custom Opportunity Statuses in your Organization Settings.”

• Opportunity confidence Report an error

  “Expected Value is calculated by multiplying Value X Confidence (ex: $1,000 value X 75% confidence = $750 value).”

• Opportunity value types Report an error

  “Value: Choose from one-time or a monthly value for recurring revenue.”

• Opportunity primary logic Report an error

  “Type “active” first, sorted by date in ascending order; Other types last, sorted by date in descending order, where the date is (date_won, date_lost, or date_created).”

• Opportunity file attachments Report an error

  “You can attach files to an Opportunity directly from the Lead page without entering edit mode first.”

• Pipeline drag drop Report an error

  “In addition to Close’s Pipeline View drag and drop feature for Opportunities, you can also edit or delete an existing Opportunity in-line.”

• Pipeline multiple Report an error

  “If there are multiple products you are pitching to the same lead, you can use a separate pipeline to specify a particular product the lead is interested in.”

• Pipeline needs attention Report an error

  “At the top of your Opportunity Pipeline, you’ll see a toggle labeled “Needs attention”. Turn this on to filter and view only the opportunities flagged as needing your focus.”

• Pipeline flagging criteria Report an error

  “The estimated closing date has passed The opportunity has stalled (i.e., it’s remained in the same pipeline stage longer than expected) A lead has recently contacted you, but your team hasn’t responded”

• Pipeline suggested actions Report an error

  “For flagged opportunities, Close will suggest your next best move, based on recent interactions like emails, meetings, or calls. The option to make quick changes, such as updating the Opportunity Status or adjusting the closing date, will be available on relevant Opportunities.”

• Suggested action call Report an error

  “The lead hasn’t responded to any emails Try calling instead (launches the dialer)”

• Suggested action email draft Report an error

  “The lead said they’d check in later but didn’t Email follow-up (draft generated for you)”

• Suggested action dismiss Report an error

  “If a suggestion doesn’t make sense for your general workflow, just click Dismiss to remove it for that specific Opportunity.”

• Opportunity inbox reminders Report an error

  “Opportunities assigned to you that require attention will also appear as daily reminders in your Close Inbox.”