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Sourced/ Influenced Opportunities in Pipeline
Sourced/ Influenced Opportunities in Pipeline
Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a week ago

Reveal will automatically tag accounts you have added from your Account Mapping as sourced or influenced based on this logic:

  • If there is an existing open opportunity in your CRM for this account, Reveal assumes you're leveraging this partner to influence this existing deal—and it will show up here as "Influence".

  • Otherwise if there is no existing open opportunity, Reveal will assume you're leveraging this partner to source a new opportunity—and it will show up here as "Sourcing".

You can change the tag by clicking into the cell.

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