Learning Objectives
After completing this unit, you'll be able to:
- Prioritize deals from the workspace.
- Act on risk insights.
Prioritize the Day
Sort the pipeline by close date and stage to decide where to spend the morning. Deals close to the finish line with no recent activity go first.
Act on Risk
When an insight flags a deal, open it from the workspace, log the next step, and set a task. The insight clears when the risk does.
Tip
Review flagged deals with your manager weekly so nothing surprises the forecast.
Quiz
To complete this unit, you need to answer all the quiz questions correctly.
+100 Points
1Which deal should a rep look at first?
2What clears a risk insight?