Deals - On-hold

Priya Gopal
Priya Gopal Member Posts: 7 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

There are multiple deals on hold due to the pandemic situations. These deals affects my overall lifecycle of the Sales Process. What is the best practice to handle the deals on hold?

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited May 2021 #2

    Place them into a new pipeline [seperate from your main one]

    Once its ready to go back to normal - move the pipeline again 

  • Priya Gopal
    Priya Gopal Member Posts: 7 VERIFIED MEMBER
    edited May 2021 #3

    Thanks, Boris.

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