1. Opportunities stuck in stage
NEVER LET AN OPPORTUNITY STAY IN A STAGE FOR TOO LONG.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

2. You might have a couple of
opportunities that don’t get as
much love as they deserve.
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3. An opportunity should
constantly move, otherwise it
might loose momentum.
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4. Have a next step planned and
do not let it stay in the same
stage for too long.
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5. LET US PRESENT:
Opportunities
stuck in stage
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6. Decide which stages you want to
see, and how many days you allow
them to be in a certain stage. Brisk
will show you opportunities that you
haven’t acted upon in time.
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7. Every section shows you
opportunities that haven’t
moved the way you want them,
sorted by stage.
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8. Click within this area to
get more details
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9. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click to edit stage
Click “Read more” to
get more details
Change close date

10. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click here to get to
the account view

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

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

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

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

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

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

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

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

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

20. Decide which stages you want to see,
and how many days they can stay in the
same stage before they pop up.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

21. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Go to options to modify the list
to your needs.

22. Choose how long an opportunity can
stay in the same stage. You can set the
same number on all stages, or
specifically by stage.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

23. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Set the same number
on all stages

24. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Set the same number
on all stages

25. Some stages need a bit more time than
others. We recommend to use stage
specific thresholds!
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26. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
This number of days will
apply to all of the
opportunities that you
don’t choose specifically

27. This number of days will
apply to all of the
opportunities that you
don’t choose specifically
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

28. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Opportunities will show up
according to the stage
specific thresholds

29. In this example opportuni1es that has been
in stage “Prospec1ng” will show up a9er 4
days. Opportuni1es in “Qualifica1on” will
show up a9er 2 days, and “Needs analysis”
a9er 5 days.
All other stages will trigger a9er 3 days.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Opportunities will show up
according to the stage
specific thresholds

30. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Then set the order

31. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Then set the order

32. Never let an opportunity go cold again.
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33. FOR SALESFORCE.COM
FOLLOW US ON SOCIAL MEDIA
OR VISIT OUR WEBSITE BRISK.IO