Skip to main content

Deal rotting
Deal rotting
2 followers
0 questions
17 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customize your notifications, follow topics and join channels in the Community.

Scott Stefanc
Director of Business Development & Marketing

Seeing Deal Age and Rotting Deals in List View

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)).

Efir Media
International Branding, Web Design & UX/UI Agency

Change the 'rotting days' setting of the pipeline to count ONLY WORKING DAYS (not normal days)

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).

Deal Rotting

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

Outlook reminder of rotten deal

Hey all,

I want to receive a reminder of when a deal is rotten in my mailbox. Is this possible? I currently only get reminders of activities.

Thanks.

Rex