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Opportunity Scorecard - Best Practices

Learn best practices for building People.ai ClosePlan scorecards to increase user adoption, improve reporting and enhance response quality.

Updated over 2 months ago

Course Overview

Using Contact Tracking Questions in your Scorecard Template.

Using the contact tracking question type instead of a free-text question will make your scorecard more visually appealing, easier to complete, and, most importantly, more valuable as the data becomes reportable.

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