Spot deals that need attention before they slip through the cracks. The orange ! icon next to a deal name in your Deals list view means no follow-up is scheduled for that deal. Steps:
- Go to your Deals list view.
- Look for any deal with an orange! icon next to the deal name.
- Open the deal and schedule a follow-up to clear the indicator.
You can also review these deals in bulk from your Dashboard by checking the Deals Slipping Away tile, which shows a list of all deals that need attention.
⚠️ Note: An account admin can contact support to disable the Stalled Deals feature for the entire account.
Need help? Contact support at customercare@pipelinecrm.com.