Shark Tank in Shape Software
What is a Shark Tank?
What happens to records that don’t result in a closed/won deal? Often times they’re moved to a nurture status. But if you’re looking to get more mileage out of your records, consider the shark tank tactic.
The Shark Tank is an effective way to revitalize aged or neglected records. The idea is to allow other users the opportunity to claim records that haven’t resulted in a deal. Other reps can pull from - or steal - those records that fall under your shark tank rules. This type of structure can be automated to ensure opportunities aren’t being left behind and have the chance to be re-worked.
Also, consider Re-Distribution rules in your Distribution Settings.
What’s The Difference Between Record Pool & Shark Tank?
The record pool is where unassigned records live whereas Shark Tank is where records go that have already been assigned, but neglected. You can create Shark Tank rules via the settings pages to define when records can appear in the Shark Tank to be stolen from the neglecting user.
Where is the Shark Tank?
The shark tank can be accessed by going to the icicle/tooth-looking icon in the gradient navigation bar. Users can view neglected records and claim the record to work and remove that contact from the shark tank. By default, there are no shark tank rules defined, so if you do not see any records in the Shark Tank, create Shark Tank rules.
Defining Shark Tank Rules
Define when records can appear in the Shark Tank to be stolen from the neglecting user.