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A how to guide to Flag Hot Opportunities to your partners
A how to guide to Flag Hot Opportunities to your partners
Delphine Le Person avatar
Written by Delphine Le Person
Updated over a week ago

Steps to Flag and Monitor Hot Opportunities with your Partners:

Step 1:

Use 360° Mapping feature to identify and focus on highly qualified opportunities based on the amount of partner presence that you have on those accounts.

Step 2:

Check the multipliers and partner signals to see which partner presence have resulted in the highest close rate and priorities those partners to Influence or Source the opportunity.

Step 3:

Add the relevant accounts into a shared pipeline with the appropriate partner to collaborate with, on the opportunity directly through Reveal.

Step 4:

Monitor the pipeline and use information from your partners to help reengage prospects with or without opportunity.

Step 5:

Use the pipeline feature to track the opportunities with your partners in order to collaborate effectively.

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