Lesson 98 · Sell with BuildBetter
What is holding up this deal?
Read the facts, promises and conversations behind a deal.
You’ll be able to
- Find gaps in a deal
- Read promises and evidence
- Follow changes and your plan
Read the docs
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Transcript
You can now read a deal from the numbers down to the conversation behind it.
Open Deals and choose All deals to find the opportunity.
Open the deal. Check its amount, stage, close date and owner.
Qualification shows the questions your team uses. Look for answers that are still missing.
Open Promises to see what each side agreed to do and the evidence behind it.
Activity takes you back to the recording or email so you can check the full conversation.
Under Activity, choose Changes to see what happened. A saved change and a confirmed CRM update have different results.
Return to My plan to see how this deal fits the work you are counting on.
Next up, see the full story of an account.
