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    Recipe: Find late stage opportunities where security concerns are raised
    • 1 minute read
    • Contributors
    Contents

    Recipe: Find late stage opportunities where security concerns are raised

    • 1 minute read
    • Contributors
    Article summary

    In this recipe, we show you how to create a custom report to find late stage opportunities where security concerns are raised, or when certain topics are discussed for a length exceeding a threshold you define.

    Take the Late-stage Opps without pricing out-of-the-box report, and adapt it for a different topic.

    1. Go to Reports > All Folders > Gong Reports.

    2. Open the Late-stage Opps without pricing report.

       Gong_for_salesforce_app_find_opportunities

    3. In the Filters tab, adjust either the Probability or Stage values, and the Topic Name you want to create the report for.

       Gong_for_salesforce_app_find_opportunities2  Gong_for_salesforce_app_find_opportunities3

    4. Save the report.

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