change deal rotting specifically to one deal
is there a way to change a deals rotting specifically to a deal and not just through editing the pipeline deals section?
My deals are with contractors which they may make a decision in one month or in 8 months.
I want to be able to contact them when needed but not too often.
This way I can visually know for each specific job when to move it into the next stage from the deal view area.
Currently everything is set solid with a rot date.
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@Zachariah Garrison so I understand you want to set a rot time per individual deal?
What Bert suggests is also a great option as well as using the contact timeline in Pipedrive: https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up/chapters/contacts-timeline
In there you can set all follow up dates/times and frequencies for certain items as well.
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And is creating activities via workflow automation an option? These are then clearly visible in contacts timeline?
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