Discover the Potential risk tab, giving you valuable insights into potential risks associated with your customers that could impact your sales strategies.
This article covers:
How to view the Potential risk tab
- Activate Prospecting Signals
- Go to Sales & CRM → Signals
- You'll see the Potential risk tab and the option to view within the past week, month, or all:
Types of potential risk alerts
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Bankruptcy Notifications: With the Risk Tab, you'll receive instant notifications whenever a company you're monitoring faces bankruptcy proceedings. This early warning system allows you to take proactive measures to minimise potential losses and protect your bottom line.
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Reconstruction Applications: The Risk Tab also alerts you when a company applies for reconstruction. Similar to bankruptcy, unpaid invoices from a company under reconstruction can pose a significant risk to your business.
- Changes in Board of Directors: The Risk Tab keeps you informed about any changes in board members, allowing you to evaluate the potential consequences and adjust your sales strategies accordingly. Being proactive in adapting to such changes can help you maintain a strong business relationship and capitalise on new opportunities.