Deal Rotting

Jack Adams
Jack Adams Posts: 2

We are quite new to the system and still developing it based our needs, ideally we would like to see deals that have not been actioned in our stage 1 within an hour as rotted, not within a day - our sales process is dependant on taking warm leads quickly.  Does anyone know if this is possible or if it can be develop to work this way?


Thanks in advance

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited July 2021 #2

    You wouldn't be able to use the rotting in hours, it only works on days.

     

    I suggest you sort the leads in a list view by created date [newest first] so you can make sure the newest ones are taken in first.