Using the Dashboard: Sales

Using the Dashboard to identify Sales Triggers

The Opportunities section of the Dashboard is where any updates on prospects will appear.

These events are effectively sales triggers, which indicate it's a good time to get in touch with the company:

Accounts - when a company files new accounts, and there may be favourable financial changes

Addresses - when there is a change of address at the company

Budget window - when a company enters the run up to their year end, and they may be reviewing their spend

Directorships - when there is a change to the directorships at a company and there may be a new opportunity for a relationship

Incorporation - when a company is incorporated

Number of Employees - when there is a change in the number of employees, indicating growth

SIC code - when a company makes a change to its industry definition

Trending (Wikipedia) - when a company is being viewed and searched for online more than usual, indicating a significant event

Company Blog - when a company publishes a new blog post 

Note: You can filter by event type to only show the most relevant ones as shown below: