Sales
Create a Close Plan
Sellers need to generate close plans using best practices. Einstein Copilot can help sellers acquire all of the relevant context needed to craft a close plan and generate next steps.
Close Plan
Overview
Einstein Copilot can create a personalised close plan for an opportunity. Since it’s grounded in their CRM data, sellers can close the deal faster.
Action Type
Prompt
Object Referenced
Data Sources
CRM, Flow
How to Use the Action
Invoke the action by using one of these phrases:
“Draft a sales strategy for [deal name].”
“Formulate a sales plan for [opportunity name].”
“Write steps to close [opportunity name].”
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