Opportunities closing soon
Stay on top of opportunities approaching their close date so nothing falls through the cracks.
I want to stay on top of opportunities approaching their close date so nothing falls through the cracks.Follow these steps:1. Check my CRM for all opportunities with a closing date within the next 7 days.2. For each opportunity pull: name, contact, closing date, stage, deal value, and open tasks.3. Sort by closing date with soonest first.4. Send me a summary email with total count, total value, and details for each opportunity. Highlight any with overdue tasks or early-stage deals approaching close.
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