change deal rotting specifically to one deal

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Zach Garrison
Zach Garrison Member Posts: 17
First Anniversary 5 Up Votes First Comment Photogenic
edited June 17 in Sales CRM #1


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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  • Bert Calatz
    Bert Calatz Member Posts: 60
    First Comment
    edited April 2022 #3
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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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