Deal Stuck in Stage for >15 days

[meganvisser]

How can I create follow up alerts that go to the assigned deal owner when a deal has been in the same stage for 15 days or greater? 

Likewise, how can I create a report that lists these these deals that have been in a stage for 15 days or greater?  

[Phil_Vallender · Accepted solution]

Ok cool. 

I haven't fully tested these so you may still need to confirm that they work the way you want:

With the new deal based workflows you can set an enrolment criteria that's based on deal stage not being updated in X days. See the following screenshot.

If that works the way I expect it to, it should trigger everytime a deal is stuck at a stage for than that number of days. In the workflow you can then send an internal email to the deal or contact owner. 

As for the report, you could create a table report that lists deals by deal name and filter the report with 'Time in stage X is greater than' rules. Here's how that looks:

Let me know if these are on the right lines for you. 

Cheers, Phil.

[SuaniaC · Accepted solution]

Hi all, I think I have a solution for this: 

Create a Custome Report and select Deal as your data source. Then in the filters youy do a combination of: 

Deal Stage is [Deal Stage Name] AND Deal stage has not been updated in the last x Days 

OR 
Deal Stage is [Deal Stage Name] AND Deal stage has not been updated in the last x Days 

You should do this for all the deal stages you want to report and with this you manage to isolate your segment. 

[ＭLin]

hello @Phil_Vallender , as now in 2022, I have the same question, but I can't '' deal stage not being updated in X days. " options anymore, by any chance there is an alternative to do so?

thanks!

BR,

Yin

[JoséPizarro]

Hi @ＭLin 

Did u recieve an answer? I have the same question here....

[TCastelli]

I'm in the same boat too. I'm trying to setup email notifications when a deal is in a stage for longer than a certain period of time so our sales reps can take action.

Now it's 2023 haha, seems silly to take away such a basic feature.

[JoséPizarro]

I have the answer. 

What you have to do, its to make list with those deals. For example, make a list of deals that are stuck for a period of time. then, automatize workflows and send emails to every contact connected to those deals. 

[TCastelli]

Hey, thanks for the reply. This worked - thank you!

[Phil_Vallender]

Hi @meganvisser

Do you access to workflows (Sales Pro or Marketing Pro)? 

And do you have the reporting add-on? 

Thanks, Phil.

[nsorensen]

Is the reporting add-on nessary to get this functionality?

[Phil_Vallender]

Hi @nsorensen

Actually, no. If you are happy with a basic list of deals, then this can be done with the reporting add-on. 

Hope this helps.

[meganvisser]

Hi @Phil_Vallender,

Yes to all of them

[Phil_Vallender · Accepted solution]

Ok cool. 

I haven't fully tested these so you may still need to confirm that they work the way you want:

With the new deal based workflows you can set an enrolment criteria that's based on deal stage not being updated in X days. See the following screenshot.

If that works the way I expect it to, it should trigger everytime a deal is stuck at a stage for than that number of days. In the workflow you can then send an internal email to the deal or contact owner. 

As for the report, you could create a table report that lists deals by deal name and filter the report with 'Time in stage X is greater than' rules. Here's how that looks:

Let me know if these are on the right lines for you. 

Cheers, Phil.

[Phil_Vallender]

Hi @meganvisser

Just wondering if my reponse answered your questions? Please mark as solved if it did.

Thanks, Phil.