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Opportunity Recycler

Opportunity Recycler - No More Forgotten Long-Cycle Sales Opportunities

Overview

See How Opportunity Recycler Works

  • Set a Recycle Date on a lost Opportunity to create a future Recycled Opportunity

  • Customize key field values when Recycled Opportunity is created.

  • Choose from several Opportunity owner settings for the Recycled Opportunity.

  • Pick notification options to alert Recycled Opportunity owners.

  • Select whether to recycle Opportunity Contact Roles.

  • Choose whether to recycle Quotes, and select option for which Quotes are recycled.

Let’s face it, not all prospects are ready to buy at the initial sales approach. Many factors contribute to a customer’s purchase timing: - Existing contract - Budget timing - Internal cycles and calendars for purchasing decisions - Availability of key decision-makers - Pending mergers/acquisitions - etc. Misalignment between sales timing and customer purchase timing can result in a completely lost and forgotten sale. Opportunity Recycler makes it easy to specify a date to recycle a lost Opportunity, and automatically creates a Recycled Opportunity using customizable settings: - Recycle Date Options: Choose from several date options relative to the Opportunity Close Date, or use a custom date on each lost Opportunity, to create a future Recycled Opportunity. - Recycled Opportunity Owner: Select from various ownership settings to determine the Recycled Opportunity owner, when the Original Opportunity owner is no longer an active user or in a different company role. - Other Recycled Opportunity Values: Specify various field values on the Recycled Opportunity. - And much more… Install Opportunity Recycler today to stop missing out on deals due to bad timing!

Categories

Business Needs
Lead & Opportunity Management
Sales Intelligence
Sales Productivity
Industries
Financial Services
High Tech
Professional Services
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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