Next actions
Next actions (under REVENUE INTELLIGENCE) proposes the single highest-value action for each open deal. The header counts them, for example 65 open deal(s).
The table
Section titled “The table”| Column | Shows |
|---|---|
| Deal | The opportunity. |
| Value | Its value. |
| Next action | What to do next, for example Secure an economic-buyer meeting. |
| Why | The signal behind it, for example No economic buyer is on the deal. |
Each row offers two actions: Suggest (ask for another suggestion) and Draft (write it up). Select Focus brief for a prioritised summary.
