How to Transform Your Sales Pipeline with Opportunity List View
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In this video, Tina introduces the new opportunity list view feature designed to enhance the efficiency of sales teams. This feature allows users to view opportunities in a list format, providing options to filter by date added, name, or opportunity value. Tina provides a step-by-step guide on accessing and utilizing this feature, including managing fields and applying advanced filters. She also highlights the benefits for marketing departments in analyzing and making data-driven decisions. Tune in for a detailed walkthrough of this powerful new tool.
00:00 Introduction and Exciting News
00:31 Enabling the List View Feature
00:45 Navigating the List View
01:08 Customizing Your List View
02:00 Advanced Filtering Options
02:43 Exporting Data and Marketing Benefits
02:58 Conclusion and Final Thoughts