官术网_书友最值得收藏!

Opportunity Insights

With Opportunity Insights, Einstein users get predictions about which deals are likely to be won, reminders to follow up, and notifications when key moments in a deal take place. The three different types of insights that are available are as follows:

  • Deal Predictions: These see predictions based on recent activity and existing opportunity data, such as whether a deal is more or less likely to close, or if a deal seems unlikely to close in time
  • Follow-Up Reminders: These send you reminders to follow up when a contact hasn't responded in a while, or if there hasn't been any communication related to an important opportunity for a significant period of time
  • Key Moments: These notify you when key moments related to a deal take place, such as when a contact mentions a competitor or is leaving their company

The following screenshot shows the Einstein Opportunity Insights component. Notice that component provides insights into opportunities and also shows buttons to initiate tasks, events, or calls from the component:

主站蜘蛛池模板: 博兴县| 吉林省| 札达县| 于都县| 安福县| 方山县| 香河县| 察隅县| 崇义县| 铁岭市| 博客| 开封县| 柳河县| 浪卡子县| 河津市| 江达县| 特克斯县| 吴堡县| 怀宁县| 隆安县| 府谷县| 叶城县| 苏尼特右旗| 白水县| 桦甸市| 望江县| 寻甸| 吴川市| 崇左市| 平南县| 兴海县| 祥云县| 体育| 庆阳市| 崇州市| 西畴县| 堆龙德庆县| 麻栗坡县| 梁平县| 惠东县| 望江县|