Opportunity Recycler

Let’s face it, not all prospects are ready to buy at the initial sales approach.

Many factors contribute to a customer’s purchase timing:

• Existing contract
• Budget timing
• Internal cycles and calendars for purchasing decisions
• Availability of key decision-makers
• Pending mergers/acquisitions
• etc.

Misalignment between sales timing and customer purchase timing can result in a completely lost and forgotten sale.

Opportunity Recycler makes it easy to specify a date to recycle a lost Opportunity, and automatically creates a Recycled Opportunity using customizable settings:

• Recycle Date Options: Choose from several date options relative to the Opportunity Close Date, or use a custom date on each lost Opportunity, to create a future Recycled Opportunity.
• Recycled Opportunity Owner: Select from various ownership settings to determine the Recycled Opportunity owner, when the Original Opportunity owner is no longer an active user or in a different company role.
• Other Recycled Opportunity Values: Specify various field values on the Recycled Opportunity.
• And much more…

Install Opportunity Recycler today to stop missing out on deals due to bad timing!