Skill Shot: Find the Warning Signs in Your Pipeline

Format: Free, live, instructor-led session

Audience: Primarily for sales managers and sales leaders

Duration: 45 minutes

Session Overview

Learn how to use Salesforce to identify potential problems in your sales pipeline before they become lost opportunities. This practical session will show sales managers how to spot stalled deals, outdated information, missing next steps, and other warning signs that deserve attention.

What You’ll Learn

• Identify stalled or neglected opportunities.

• Review opportunity stages, close dates, and next steps.

• Recognize gaps in opportunity information.

• Spot opportunities with outdated or incomplete data.

• Use Salesforce to prioritize pipeline-review conversations.

• Ask better questions about potential deal risks.

• Identify opportunities that require immediate attention.

Hands-On Practice

Participants will review a sample sales pipeline in Salesforce, identify potential warning signs, and determine which opportunities require further investigation or coaching.

Practice Environment

Participants may use either:

• Their own Salesforce environment, or

• A dedicated Salesforce practice environment, provided at no additional cost.

Important: If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise will work identically in your organization’s environment.

Related Course

Pipeline Management & Forecasting with Salesforce for Sales Leaders

Class Code: SFT-SL-102