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Track Opportunity Stage on Activities

Understand which activities are happening at each stage of your sales cycle

Overview

This app allows you to track and analyze how many and what kind of activities are being logged at each stage of your sales cycle. Know where your sales team is spending their energy and which activities are really moving deals forward.

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  • Track activites on rep-by-rep, deal-by-deal, and stage-by-stage basis

  • Use real data to streamline your sales process

This app allows you to track which and how many activities (tasks/events) your sales team is logging at each stage of your sales cycle. A custom field on each activity called "Opportunity Stage" gets automatically updated whenever an activity is logged on an opportunity. This field is fully reportable, so you can analyze which activities really move the needle in your sales process and where your reps are really spending their time.

Categories

Business Needs
Forecasting
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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