Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

iTools Opportunity Status Monitor

Keep your deals on track

$3.25   USD/user/month

Discounts available for nonprofits

Try It
Business Need
Dashboards & Reports
Requires
None
Compatible With
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
iTools Configuration Manager application be installed prior to installing the individual iTool. Chatter enabled but not required.

App Details

Version
iTools Opportunity Status Monitor/4.10 4.10.0
Listed On
10/31/2010
Latest Release
01/09/2025
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.9.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/17/2021

Additional Details

Exclusively designed for sales professionals, sales managers and executives, the iTools Opportunity Status Monitor tracks your sales opportunities and provides what you need to improve sales productivity and effectiveness. With configurable evaluation criteria, a robust scoring system and continuous analysis, the iTool helps accelerate pipeline velocity and ensure sales team accountability. Engineered with flexibility in mind, you can use one configuration for your entire sales team or customize for specific teams or individuals. Key Features • Seamlessly integrates into your sales management process. • Stagnant and at-risk accounts are flagged and alerts issued, so you can quickly pinpoint what is needed to help deals close faster. • Stage dependent required fields help capture data at the right time and ensure key milestones are achieved on a timely basis. • Alerts are sent when unexpected changes are detected. • Sales activities are monitored to make sure the team is executing according to plan. • Use the Scoreboard to visualize overall deal status and identify the ones most at-risk based on their relative value and probability. • Alerts sent via email and/or Chatter.

Need help?

Insitu Software, LLC

Aurora, IL