Sales Management

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Tracking Inactive Deals

Adding Notes on a regular basis for your Deal is important because it helps to keep the Deal up to date.

If a Deal has had no Note added to it for more than a certain number of days, the Deal will be flagged as Inactive and will be displayed with a yellow stripe in the Deal list view.

To activate this functionality, you must specify the number of days before becoming Inactive in the Sales Web app / Options menu / Deals tab.

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