Dynamic Routing for Opportunities
Opportunities allow you to keep track of the customer journey of any contact. However, you may have multiple opportunities with the same contact. So, when sharing with your team it’s important to be accurate with the details. We’ve included the option to share direct links to specific opportunities using a new URL structure.
⭐️Why Is This Feature Beneficial To Your Company?
Direct Access: Retrieve specific opportunities and corresponding details with a single link reducing the likelihood of miss-clicking.
Enhanced Collaboration: Simplify teamwork by allowing direct navigation to opportunities without looking through the list and keeping everyone aware of changes to the relevant opportunity.
Improved Efficiency: This feature eliminates extra steps to access opportunity details helping you save time and minimize errors, even with opportunities with the same contact.
⭐️How To Use Dynamic Routing for Opportunities?
Navigate to the opportunities section and click the desired card.
Copy the URL from your browser.
Share the link with your team or stakeholders. Upon clicking the opportunity card will open.
Take advantage of the added feature in Opportunities to boost collaboration. This tool ensures that the exact Opportunity you intend to share is the one your audience will see.
