A sales rep sends Einstein Copilot a prompt to create a close plan, and Copilot provides a 4-step plan.
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.

A chat window with Einstein Copilot that begins with a prompt to create a close plan. Copilot provides a 4-step plan.
Copilot Action: Pre-Built

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].”