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Opportunity Scorecard - Best Practices

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

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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