–Dormant deals are highlighted in red
Dormant deals is a feature which helps the users and managers both get an insight into deals that have been unattended for a set period of time. This feature comes in handy since the system prompts you to put focus on deals that have been idling for a certain period.
How it works?
Initially, the admin has to define the maximum number of days a deal can stay under a specific stage unattended. If any of the deals exceeds this timeline, such deals will be highlighted in red, For a guide on how to define dormant period, please see this article
The system will show a deal as dormant if there‘s no action being performed within the deal (updating fields, notes, etc.) for the defined period. This time period can be set for each stage in your pipeline. For example, you can set 3 days when a deal is in ‘Contacted’ stage to mark a deal as dormant if not worked on. This could be 2 weeks for a deal in the ‘Quoted’ stage, for example.
See the below table for an example,
|Dormant Period||1 Day||3 Days||1 Week|
|Description||If a deal stays unattended for more than 1 day in this stage it will get highlighted in red as a dormant deal||If a deal stays unattended for more than 3 day in this stage it will get highlighted in red as a dormant deal||If a deal stays unattended for more than 1 week in this stage it will get highlighted in red as a dormant deal|
When the deal becomes dormant, it will be highlighted in red as shown above(The visibility of deals will differ based on the hierarchy of the pipeline).
Dormant Deals insight for Management
Since the supervisors or managers are above the salespersons in the pipeline hierarchy, dormant deals being triggered for salespersons will also be visible to the managers as well.
View Dormant Deals of a Specific Person
In the meantime, if you want to view the dormant deals of a specific salesperson, then you can follow the below steps.
- Click on the Search icon
- Mention the email of the assignee in the Assignee field
- Click Search
Dormant Deals Dashboard Widget
You can add a dormant deal widget within your dashboard in order to get a quick glance. For more information on how to add widget visit here.
The dormant deals widget will look similar to the image below
You can get a full view summary by clicking on the widget’s full screen icon. The summary will provide the relevant dormant deals for each stage and the assignee for the deal.