Knowledge Base

What is a Decision Driver? What are common Decision Drivers? How long should our list of Decision Drivers be?

What are Clozd email invitations? How do I enable Clozd email invitations? When do opportunity owners receive email invitations? Why haven't our opportunity owners received any email invitations?

Can we embed the Clozd feedback form into the opportunity layout? How do we embed the Clozd form into the opportunity layout?

Can certain opportunities be excluded from the Clozd Salesforce app? How do we exclude opportunities? Can we inform our users about these exclusions?

How do we grant Clozd access to our Salesforce users? How do we assign licenses? How do we assign permission sets?

How did Clozd develop its win-loss question methodology? What questions are included in the Clozd form? Can questions be added or removed?

What should we communicate to our sales team before launching Clozd? Does Clozd offer any content or resources to help educate our sales team? What can we do to ensure a high participation rate from our opportunity owners?

Can we require that opportunity owners fill out the Clozd form? How do you setup such a validation rule?

Can we integrate with Slack? How do we integrate with Slack?