The Rotting Feature
The Rotting feature will allow you to be aware of deals that have been idle for a longer period of time than you have specified in a Pipeline Phase. Once enabled and configured, your Pipeline will visually notify you of any deals that have remained untouched for longer than the defined rotting period.
Setting up the Rotting feature
To define rotting periods for your pipeline stages:
- Go to the CRM Setup section in the Admin Page, or click on the "3 dot menu" in the upper right corner of the CRM Page and click "Setup Pipelines" and hit the “pencil” icon. The Edit Pipeline Page opens.
- Click the "3 dot menu" next to the deal and click "Edit". A dialog will appear with your Pipeline. Select the "3 dot menu" of the phase you wish to edit, enable Rotting, and select the number of days. Click "Update".
My deals are rotten! What do I do?
If your deal is rotten, simply schedule a new activity for that deal to restore it. Editing any details of a rotten deal will also restart the rotting cycle again.