Retention Non Sold Deals Rules | Voters

Retention Non Sold Deals Rules

Sean McConkey

It would be great to be able to run Retention Non Sold Deals based off last contacted dated. We have a system in place that if the sales rep hasn't been in contact in the last 6 months that has never sold the customer, then that customer is open to anyone if they visit or submit a lead. The way it works now is only based off deals. But we feel If the rep has constant contact with that unsold customer, it should stay with them. if not, give it to someone that will stay in contact.

Shelby Parker

Thanks for sharing this, Sean McConkey — really helpful context, and I totally get the workflow you’re aiming for. I’m looping this into our review so the team can look at supporting Retention Non Sold Deals rules based on “last contacted” (not just deal activity), and we’ll follow up if we need any additional details from your side.