Mass Dead Out deals
K
KJ Nevills
Mass dead deals that haven't been spoken to in weeks, maybe make a setting preference on when to dead deals after a certain amount of time. (weeks,months)
Shelby Parker
Hey KJ Nevills, thanks for your feedback! I have a few more questions for you:
- What specific criteria should be used to determine when a deal is considered 'dead'?
- How frequently would you like the system to check and update the status of deals?
- Would you like notifications or alerts when deals are marked as dead, and if so, how would you prefer to receive them?
K
KJ Nevills
Shelby Parker
- I would say "dead" meaning have not spoken to in a specific time, maybe the time to have it dead out can be set by the specific sales person based on their preference. For example if you have a setting to where it deads out after 30 days of no contact or some people might prefer a shorter term of no contact.
- I'd say week to week basis, or maybe kinda have the same system with the task list where instead of "Day 30 Touchpoint" It can be a warning or alert of some sort stating that the deal will be dead out according to your settings, and to reach out to the customer to save the deal.
3.Yes I think the alerts would be great, kind how I stated above maybe include it on the task list or have it in the notifications tab.
I think this feature would promote productivity and keep the task lists cleaner and more "manageable" for the people that have 200+ tasks but more than half of them are just deals that should just be dead deals.