Best practices for deals to come back to

travisp
travisp Member Posts: 2
Name Dropper First Comment
edited July 2023 in Sales CRM #1

A lot of the deals I deal with are education based and so seasonal and sometimes there are deals that I want to come back to, but not for 3-6 months (or more). I don't want to mark the deal as lost, because it's not yet lost, and I also want to keep all the deal history, which would seem to rule out converting the deal to a lead. But, I don't want all these deals visible on the main pipeline. Is there any other option or best practice for this?

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