Mark held deals as won after hold period

Deals stuck in your hold stage inflate the pipeline and stall reps. This finalizes qualifying held deals as won after two days so reporting and forecasts update promptly.

Mark held deals as won after hold period

Overview

Stalled held deals bloat forecasts and distract reps from active opportunities. This routine evaluates held-stage deals, waits two days, and marks qualifying deals as won so your pipeline and reports reflect closed revenue promptly.

Mark held deals as won after hold period