Opportunity Recycler

Additional Details

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!