Who can use this feature?
At-Risk Opportunities Lists feature is only available to Sales Navigator Advanced Plus account users with CRM sync enabled.
An At-Risk Opportunities List in Sales Navigator provides valuable and actionable insights into which open opportunities may be at risk as a result of a contact leaving an organization.
This list is auto-generated and requires CRM sync to be populated and viewed. From the Lead Lists tab, you can view the At-Risk Opportunities List called Contacts Who Have Left Open Opportunities, and identify opportunities with potential risk.
Here are some prerequisites for At-Risk Opportunities Lists:
- You must be on the Sales Navigator Advanced Plus edition with CRM sync enabled.
- You must have at least one contact in your CRM that has left an open opportunity and gone to another organization for the list to be auto-generated.
Here are some frequently asked questions about the At-Risk Opportunities Lists:
The At-Risk Opportunities list is only available to Advanced Plus account users with CRM Sync enabled.
While viewing a lead, click the In CRM badge, to access key insights such as the impacted opportunity, the assigned account in CRM, and the ability to navigate directly to a contact’s CRM page or the impacted opportunity.
No, you do not need to have data validation enabled for the list to populate. As long as CRM Sync is enabled, any contact assigned to an opportunity that is assigned to an open opportunity, and has left the account for another organization will appear in the list.
The list is dependent on CRM Sync and is updated every 24 hours.
This list is populated with contacts who have left a currently open account and have transitioned to a new organization.
An At-Risk Opportunities list can have a maximum number of 1,000 leads, who are prioritized based on the most recent open opportunities. When you reach that limit, Sales Navigator automatically removes leads associated with the oldest opportunity.
No, only you can view the At-Risk Opportunities list. This list is unique to you because it includes contacts who currently are assigned to an open opportunity you own in the CRM.