Deal rotting2 followers0 questions18 posts
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I would like to add a column for deal age and have those sortable by age (not deal created date). Is this out there and I'm not seeing it? It is a great way to visually see how old projects are and helps us to understand the sales cycle. Would also be great if the Rotting Deal process could be customized (colors = green (< 30), yellow (30-60), orange (60-120), red (+120)).
At the moment, the pipeline counts weekends. Meaning if a deal is made on Mon 1st and doesn't move for 7 normal days, it will rot on Sunday 7th. However, it would make more sense for our business if it begins to rot on Tues 9th (7 working days vs 7 normal days).
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