INTRODUCING MUTUAL CLOSE PLAN – iSEEit on Salesforce

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The wait is over! We’re very excited to share with you our latest feature in iSEEit on Salesforce – Mutual Close Plan!

With the brand new mutual close plan, you can now keep track of all your to-dos in one place, giving you a more organized way to plan activities that are needed in order to close your deal! Easily share your Close Plan with your team and prospects, so that all stakeholders are aligned and on the same page.

Check out the video below and discover how you can work towards your Close Plan with iSEEit on Salesforce!

Manage All Your Tasks From One Single Source

Mutual Close Plan Overview

With the new “Close Plan” tab, you can now add, complete and organize all your tasks from view. Gain clarity on the deadline of each task in order to close a deal by a specific date.

Add Tasks to Your Close Plan While Working From Your Deal Sheet

Add Tasks from Deal Sheet 1

 

 

Add Tasks to Deal Sheet 2

Work seamlessly and plan activities against your Close Plan – When you add tasks to your Deal Sheet, they will automatically populate in your Close Plan!

Complete Tasks Directly from Your Close PlanComplete Tasks from Close Plan

Gain More Visibility into When Your Deal Should Close

Get aleter when a deal is due

Get alerted on when a particular deal is due.

Brand New Sidebar Features

Add new task from close planCreate a new task directly from your Close Plan.

Jump to today

Export Your Mutual Close Plan and Share It

Export Mutual Close Plan

Easily export your Mutual Close Plan into different formats and share it with your prospects and team to ensure that all stakeholders are on the same page!

Ready to Work Towards your Close Plan on Salesforce?

Start a conversation with us today and find out how you can start building and working towards your Close Plan on Salesforce!

LEARN MORE

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