You can now see, search, and filter for opportunity info on your synced accounts in DataFox. Viewing and searching for opportunity info helps your team better understand high-priority accounts with past opportunities or segment accounts based on those with the highest likelihood to flip.
To add syncing for your opportunity info, your group's admin will need to enable these settings in DataFox. Here's a short video walkthrough.
In DataFox, your group's admin can go to Settings >> Salesforce >> See Admin Settings:
There are two checkboxes for syncing opportunities. By checking Sync Your Opportunities, DataFox will bring over opportunity info such as Opportunity Name, Opportunity Status, and Opportunity Date. You can also bring over the associated amount by checking Sync Amounts.
Once these boxes are checked, the opportunity info will sync over during your nightly data refresh.
If you have additional questions, please reach out to us at email@example.com.