Request to dead deal
gathering votes
J
Jon Hintz
Is it possible to add a button for sales people that requests to kill an active deal? Sales managers are the only ones that can mark a deal dead and I find tagging them in the notes requesting them to kill off a deal often gets lost and can sit in my bucket for weeks.
If there was a button for sales people to request that moves these deals into a seperate page for sales managers to see, this would seriously approve efficiency.
Michele McCoy
gathering votes
Jon Hintz, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hello Jon Hintz! I have a few more questions for you:
- What specific criteria should be met before a deal is considered for the 'dead' status?
- How frequently do you encounter the issue of deals sitting in your bucket for weeks?
- Would you like any notifications or alerts when a deal is moved to the separate page for sales managers?