Deals Marked as Dead by Sales Staff but Needing Approval by Management | Voters

Deals Marked as Dead by Sales Staff but Needing Approval by Management

Jaiden Taylor

If deals could be marked as dead by the sales staff and it send a notification or have a section on the homepage to show pending dead deals waiting for approval. Then have the option to kill it or to open it back up again that would be great. Would make it a bit easier to have the staff mark as lost and have the approval needed rather than giving them full ability to mark as lost and have to look into it later on.

Shelby Parker

Thanks for sharing this, Jaiden Taylor — really helpful context, and I totally get why an approval step for marking deals as dead would make things smoother for your team. I’m looping this into our review so we can assess the best way to handle notifications / a “pending dead deals” queue and the option to reopen vs. confirm. If you’re open to a quick follow-up: how would you want managers to be notified (homepage section, email, in-app), and should sales reps still be able to mark a deal as “pending dead” without fully closing it?

Jaiden Taylor

Shelby Parker Having a section on the front page or in the notification tab would likely be best. Sending individual emails each time might be a bit much. Having the option to customize where the notification goes could be nice to cover as many workflows as possible