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Opportunity Scorecard Best Practices
15 min
Course Overview
Course Overview and Benefits of Best Practices
1 min
Using Contact Tracking Questions
3 min
Adding Manager Validation
3 min
Using Picklist-type questions to improve scoring and reportability
3 min
Linking to other Salesforce fields
2 min
Auto-deploy ClosePlan Templates to improve adoption
3 min
Adding Manager Validation
