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Source Opportunities in 360° Goals
Source Opportunities in 360° Goals

An explanation of the Source Opportunities view (Pro + Power)

Thomas Edwards avatar
Written by Thomas Edwards
Updated over a year ago

How it works

Source Opportunities shows how prospects without an opportunity overlap with your partners' customers. In other words, you can see which of your prospects are customers of your partners.

Default sorting by Partner Signals (most to fewest) presents you with the accounts most likely to convert based on historical win rates.

How to use it

Sales managers can source net new opportunities by finding prospects where partners could provide intel or a strong conversion signal. Partner presence of this kind could create the following opportunities:

  • Helping with intel on a specific account

  • Provide an intro to the right stakeholder

  • Getting insights on the tech stack of your prospect

  • Finding how to create a relevant pitch or demo for each prospect

Want to learn more about 360° Goals and how to use it in your strategies?


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