All deals in Freshworks CRM carry with them an age- the time elapsed from the day of deal creation. As a deal ages, the likelihood of winning the deal diminishes i.e., the deal rots. Such deals are referred to as rotten deals. Freshworks CRM keeps track of the age of a deal and turns the deal red whenever a deal crosses the rotting age. This helps users prioritize and pay attention to deals that are rotting. It also helps users clean up their pipeline by getting rid of deals that are old and are unlikely to convert.
How to set up the Rotten deals feature?
Go to Admin settings > Pipelines.
Click the edit button (pencil icon) of the pipeline that you wish to edit.
In the Deals rot after section, assign the rotting age of the deal in days.
How does Rotten deals feature work?
As a deal ages and get closer to its rotting age, the likelihood of conversion of the deal drops. Deal rotting identifies the deals that have exceeded their rotting age. The deal card for such deals turns red.
For example, let us assume that the sales cycle for your pipeline is 25 days. Whenever, the age of deal in the pipeline exceeds 25 days, the deal turns red.
On a rotten deal click the three dots icon and choose Show only rotten Deals to bring up all rotten deals.
Similarly, the landing page of deals will also indicate the number of days since when the deal is rotting.