Keep your sales pipeline honest for business owners

Business owners see stale deals linger in CRM, inflating forecasts and obscuring pipeline. This workflow marks unresponsive deals lost after a set window, ensuring forecasts reflect active opportunities.

Overview

Stale opportunities inflate forecasts and distract sellers from closing live deals. This workflow enforces pipeline hygiene by auto-marking unresponsive deals lost after a configurable inactivity window, so forecasts reflect only active opportunities and reps focus on revenue-ready work.

Notable Features

Mark stale deals as lost
Filter by owner and stage
Notify owners before change