Hi,
Would it make sense to have an autimation that marks an associated contact and company’s lifecycle stage as ‘other’ once a deal has been lost? I am struggling to get out sales team to also update contact and company levels once a deal has been made, won or lost.
Could there be a pop up to remind them to maybe mark the company as check-back in 1 year?
Thanks,
Anna
Hi @AvonKuhn,
Without having the full context of your sales process it’s hard to say but yes, that could be an option. Personally, I like keep the contacts and companies at the furthest stage they reached – and then use filters to hide them wherever I do not want to see them.
And yes, you could also set up a deal-based workflow that sends a notification to the deal owner one year after the closed (lost) date.
Let me know if you need any help or further details to create the workflows!