Spot deals that have gone quiet before they slip away, and see what to do about them.
Spot a Stalled Deal
An orange ! icon next to a deal name in your Deals list view means no follow-up is scheduled for that deal.
- Go to your Deals list view.
- Look for deals with the orange ! icon next to the name.
- Open the deal and schedule a task or event. The icon clears once a follow-up exists.
Review Them All at Once
The Deals Slipping Away tile on your dashboard lists every deal that needs attention, so you can work through them in one pass instead of scanning the list view.
See Dashboard Tab for how to add and arrange tiles.
Catch Deals Losing Momentum Earlier
The ! icon only tells you nothing is scheduled. To see a deal slowing down before that happens, add these columns to your Deals list view:
- Days Since Last Activity — how long since anything happened on the deal.
- Days in Stage — how long the deal has sat where it is.
- Hours to First Activity — how quickly the deal was followed up after it was created.
These are Deal Intelligence fields, available on the Grow plan. See Deal Intelligence Fields for where to find them and what each one measures.
Save the filtered view as a list view so your stalled deals are one click away. See Filter, Save, and Share Priority Deal Lists.
Turn the Indicator Off
Stalled deal indicators can only be switched off by support. If you want them off for your whole account, an admin needs to contact support to request it.
Need help? Contact support at customercare@pipelinecrm.com.