How to "Stamp" your 6QA value on your Opportunities!

Chris Dutton

Step by Step flow to Populate field on Opportunity.pdf

Hello!! Chris Dutton with 6sense, we often get asked "How do we do that" If you're using SFDC as your CRM, I want to share the step by step instructions on how you can start to populate your 6QA value and 6s Buying Stage on our opportunities upon creation. In one of my previous post, I talk about the benefit of the "why" and what types of insights you can start to get within your CRM. Check it out.

Without any further ado.

We recommend using SF Flows. (you can use Apex code as well, but flows might be easier)

PDF Attached!

hanahajebian

Thanks Chris - love this step by step tutorial. Many customers use the 6QA timestamp to achieve something similar today, but this goes a step further in adding clear insight into the relationship between model output and pipeline. Good stuff.

Rachel Zerilla

Thanks for sharing, @Chris Dutton , great stuff!!

saraboostani

great resource!

Sarah Sehgal

Now THIS is my fave type of content on here. Thank you!

Brandon McBride

I was wondering how to do this. It's been on my to-do list since you first mentioned it.

Alex Pinto

Appreciate it!

Chris Dutton

@Alex Pinto Glad you found it! Let me know if you have any question.