1. Open Opportunities
ALWAYS BE ON TOP OF YOUR OPPORTUNITIES.
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2. All of your opportunities are
important, especially the ones that
soon are about to close.
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3. An overdue opportunity is an issue.
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4. Keep your open opportunities close at hand.
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5. Act upon them before they go overdue.
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6. LET US PRESENT:
Open opportunities
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7. See all of your open
opportunities that are soon
about to expire.
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8. Here are all of your open
opportunities that close within a
couple of days. If you schedule
activities and make sure they’re in
the right stage, you will be on top
of all of them.
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9. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click the opportunity
name to get more details

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. Time to filter and prioritize which
opportunities you want to see in Brisk.
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21. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Go to options to modify the
list to your needs.

22. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
How proactive do
you want to be?

23. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
If they’re really old, you
probably don’t want to
see them at all

24. To focus better, hide
opportunities that
you just acted on
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25. If you’re not using tasks,
ignore the recently
modified ones
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26. If you’ve scheduled
something, you’re
probably on top of it
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27. Which opportunities
are the most important
to you?
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28. With the right settings, you will never
need to have an overdue opportunity
in Salesforce again.
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29. FOR SALESFORCE.COM
FOLLOW US ON SOCIAL MEDIA
OR VISIT OUR WEBSITE BRISK.IO