Win Vs Lost

Derek Kelly
Derek Kelly Member Posts: 1 VERIFIED MEMBER
in Business Talk #1

Hello, I have an upcoming deal for a client who is not ready to move forward with my marketing services yet. He needs to get his product finalized and is likely to work with me in the future. I marked the deal as lost, but should I leave it open or what is the best practice here?

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  • Josh Buesking
    Josh Buesking Member Posts: 227 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    edited February 2023 #2

    I have a stage for these types that I leave open with rot set for 30 days. If nothing happens in 30 days I mark it lost.

    Keeps it on my radar but after 30 days with no activity it's lost in my opinion.

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