How To: Priority View

Priority View allows Sales Representatives and Managers to see a visual view of their open pipeline. You can filter your opportunities by any opportunity or company field, whether they are standard or custom fields.

Priority view will sum the rep’s total pipeline amount by priority level. You can drag and drop opportunities between priority levels, giving you the insight to see how your quota can be affected. 

One important reason to keep your priority rankings up to date, is that your personal recommendations from your Assistant in Spiro are based on priority level. Changing an opportunity to “high” priority, will change how Spiro proactively alerts you to stay on top of this important deal.

prioirty_view.jpeg

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.