Installation

Validation Rule

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

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Deploying the Clozd App to Your Sales Team

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?

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Question Methodology

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

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Permission Sets & Licensing

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

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Exclusions

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

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Embedded Form on Opportunity Layout

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

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Email Invitations

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?

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Decision Drivers

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

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