DealSheet is a simple to use opportunity qualification and planning tool that is fully integrated with Salesforce. It will provide you with the structure to assess, plan and execute an opportunity sales plan inside Salesforce.

We hope it helps you get up and running. You can always send us a message or chat if you have any questions.

Structure

Opportunity Page Set up

Start

Contact Map

Assess Deal Health

Buying Criteria

Deal Strategy

Activity

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