1. Overdue Opportunities
KEEP YOUR PIPELINE UP-TO-DATE.
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2. It’s easy to loose momentum if
you don’t keep up the pace with
an opportunity.
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3. And sometimes things don’t work
out the way you planned -
opportunities expire.
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4. Perhaps you need to close it. Or you might
have a clear next step how to revive it.
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5. LET US PRESENT:
Overdue opportunities
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6. This card serves you opportunities
that went overdue. Change the
close date or close them.
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7. Here are all of your overdue
opportunities. You probably
want to act upon them quickly
- or mark them as lost.
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8. Click within this area to
get more details
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9. Opportunity and
account name
Edit close date
Change stage
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10. Click “More info” to
get more details about
the opportunity
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11. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click here to get to
the account view

12. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Search
company on
LinkedIn

13. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
See future tasks

14. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Edit stage

15. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Change
close date

16. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Fill in next step

17. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Add or edit the
description

18. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
See old activities

19. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Add tasks, log calls,
or book meetings

20. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Add more fields here

21. When is an overdue opportunity too old?
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22. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Go to options to modify the list to your needs.

23. If you can’t clean out your
old overdue opportunities,
you can always ignore them.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

24. If you can’t clean out your
old overdue opportunities,
you can always ignore them.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

25. Do you want to
save your latest
overdue, or take
care of older ones?
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26. Do you want to
save your latest
overdue, or take
care of older ones?
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27. Almost every opportunity deserves
a second chance.
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28. Give it a try!
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29. FOR SALESFORCE.COM
FOLLOW US ON SOCIAL MEDIA
OR VISIT OUR WEBSITE BRISK.IO