Note: Admin rights are required to perform certain actions listed in this article.
Designed to keep your Salesforce on the move, the rotting feature highlights and gets you to take notice of deals that have remained idle in a stage for longer durations of time. Once configured, rotten deals are seen on the deal board view indicated by a pale skin color on the deal card. You can set up a different rotten period for each stage. The longer the duration is of the deal remaining idle the more tainted and crushed a deal card looks.
A. Setting up the rotting feature
To set up the rotting period for your stages:
- Go to Setup > Customizations > Pipeline
- Edit the stage for which you want to set up the rotting period
- Enter the days
B. Why do my deals with an activity date / estimated close date in the future still get rotten?
Rotting does not take into account the activity due date or deal estimated close date. It is based on the duration a deal remains idle in a specific stage. We suggest you mark the deal as lost if consists of a scheduled activity which does not affect your activities associated with the deal. In case the follow-up of the scheduled activity is positive it can be re-opened. Thus it helps you manage your sales pipeline effectively concentrating on the deals which are actually moving along.
C. What should I do once Deal are marked as rotten?
You should check the reason for inactivity. If you have missed it, then you should followup client on an immediate basis or if it's pending on someone, then you should get things clear asap and perform required activities. That way you can save your deals from getting lost.
Thus you can simply add an activity, send an email, update a field which will reset the rotting cycle and change the color back to white.