How to Map Your Salesforce Opportunity Revenue Field
Map Salesforce Opportunity Revenue Field When you initially sync your CaliberMind account with Salesforce, CaliberMind automatically makes the association between your Amount field under your Salesforce Opportunity object. If you are using a custom field that is not the Amount field in Salesforce.opportunity. your Org Admin can map that field. Go to: Settings/ Object Mapping/ […]
Identifying Opportunities that are at risk due to low engagement
This article will walk you through the steps needed to create a List of Opportunities that are associated with low engagement accounts. This List can be used to inform Sales of the health of their Opportunities. It can also be used in reports across CaliberMind to help further evaluate these Opportunities and Accounts. Creating the […]