We've added the ability to customize the columns on the Opportunities view to give you more context about a given opportunity without clicking into the lead.
The Close.io Opportunities view makes it easy to see the opportunities you expect to close within a given time period. It’s meant to give you a prioritized list of opportunities to focus on.
It’s common for sales teams to use this view to conduct a sales pipeline review, but we recommend that sales reps check on their Opportunities view every day to make sure they have followed up with their pipeline
In early 2016, we made it possible to filter opportunities by Smart View so you can filter opportunities to match a campaign or subset of leads that have matching attributes.
For example, you can filter your opportunities by using Smart Views that identify Outbound or Inbound leads to make it easier to grasp which lead source has the healthier pipeline value:
When looking through the Opportunities view, it may be helpful to see specific lead fields or activities that help you identify opportunities that need a higher priority. To customize the columns you see on the Opportunities view, just click the button to the far right of the last column and select the fields you’d like to see.
By giving you the ability to customize the columns you see on the Opportunities view, you can get more context about your Opportunities without going into a given lead. By customizing the columns on the Opportunities views, you can:
As a sales rep responsible for the opportunity, this a valuable tool that will help you get more context on what needs to happen next to close the deal. As a sales manager, you can get more context on where the opportunity is in your funnel without having to click into the lead.
In addition to being able to customize the columns on the Opportunities view, we’ve made the following fixes and updates in Close.io:
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