Opportunity Priority View

You can access Priority and Pipeline View from the Opportunities tab in Spiro. You can also access Pipeline View on your Dashboard. 

Priority View 

Priority View allows Sales Reps and Managers see a visual view of their open pipeline by priority. You can filter your opportunities by any opportunity or company field, whether they are standard or custom fields.

You can access Priority View from the top right of the opportunities tab in Spiro.

Priority view will sum the rep’s total pipeline amount by priority level. You can drag and drop opportunities between priority levels, giving you the insight to see how your quota can be affected. 

One important reason to keep your priority rankings up to date is that your personal recommendations from your Assistant in Spiro are based on priority level. Changing an opportunity to “high” priority will change how Spiro proactively alerts you to stay on top of this important deal.

Pipeline View

Like Priority View, Pipeline View allows Sales Reps and Managers see a visual view of their open pipeline by sales stage. You can filter your opportunities by any opportunity or company field, whether they are standard or custom fields.

You can access Pipeline View from the top right of the opportunities tab in Spiro.

Pipeline view will sum the rep’s total pipeline amount by sales stage. You can drag and drop opportunities between stages, giving you the insight into your forecast. 

Interested in Spiro for your team? Sign up for a demo today: spiro.ai/demo

Questions? Email support@spiro.ai

Still need help? Contact Us Contact Us