Opportunity Insights

With Opportunity Insights, Einstein users get predictions about which deals are likely to be won, reminders to follow up, and notifications when key moments in a deal take place. The three different types of insights that are available are as follows:

• Deal Predictions: These see predictions based on recent activity and existing opportunity data, such as whether a deal is more or less likely to close, or if a deal seems unlikely to close in time
• Follow-Up Reminders: These send you reminders to follow up when a contact hasn't responded in a while, or if there hasn't been any communication related to an important opportunity for a significant period of time
• Key Moments: These notify you when key moments related to a deal take place, such as when a contact mentions a competitor or is leaving their company

The following screenshot shows the Einstein Opportunity Insights component. Notice that component provides insights into opportunities and also shows buttons to initiate tasks, events, or calls from the component: