Show Dead Deal Reason on Dead Deal Card
gathering votes
C
Caitlyn Wetherald
With all the duplicate deals I've been having to sort through lately, I've made a habit to go through all sold/delivered customers and make sure there isn't an additional deal open that's hurting our reporting.
It would be a HUGE help if the dead deals would display the reason so I can ensure the duplicates are marked as a bad lead instead of old deal/other/no agreement/ect.
C
Charlene Smith
There should also be the date the deal was created as that would be a lot easier to sort through. Appartently the date is when it was marked dead, but it was an old one that was missed then the date it was marked isn't that helpful, we should be able to see all details on the dead deal card.
Drew Adler
gathering votes
Shelby Parker
Thank you for posting, Caitlyn Wetherald! I have a few more questions for you:
- Can you provide more details on how you identify a deal as a 'duplicate'?
- What are the common reasons for a deal to be marked as 'dead' in your workflow?
- How would displaying the 'dead deal' reason on the card improve your workflow?
C
Caitlyn Wetherald
Shelby Parker
- The system typically flags the duplicates for us, sometimes this becomes an issue when the main deal has been marked dead/delivered and a credit app or additional inquiry gets flagged and held as a possible dup.
- Just the typical dead deal results
- It would improve efficiency. We'd be able to see the dead reason right away without having to flip back into the Activity tab and dig for what happened. I'd know I could skip 'bought elsewhere leads' and look into 'Inactivity on deal' or 'bad lead' results.