How do you deal in pipedrive with a deals, which are lost for now, but you can contact and try them

Martin Pecha_2338
Martin Pecha_2338 Posts: 192
100 Comments Second Anniversary 5 Likes Name Dropper
edited July 27 in Sales CRM #1
How do you deal in pipedrive with a deals, which are lost for now, but you can contact and try them in the future after few months? And how to effectively remind them in the future?

Answers

  • Jay Wealcatch
    Jay Wealcatch Posts: 75
    10 Comments Second Anniversary Combo Breaker Photogenic
    edited July 24 #2

    Mark it as lost and put in place two things so you can find it later both automatically and manually.

    1. Label the reason: "Lost for now"/"Try again later" (or something like that)
    2. Set an activity for the future date you want to follow up.

    This way you will get an activity to follow up and also at any time you can go through the list of those deals by filtering for lost deals with that label.