Deals appear here when tagged with "At Risk" in the Tags field.
When to mark a deal At Risk:
Champion has left the organization
Budget has been frozen or cut
Competitor has gained advantage
Decision timeline has slipped significantly
Key stakeholder is unresponsive
Project has been deprioritized
Stale Deals?
Stale Deals (30+ Days No Confirmed Progress)
A deal becomes stale when the owner hasn't confirmed progress for 30 days.
Only the deal owner can confirm if a deal is still active or stuck.
Deals appear here automatically when Last Contacted date is 30+ days ago or never set.
Action needed: Contact the client to keep the deal moving.
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📋 Opportunity Details
AT RISK
STALE - ?
Owner:
What is a Stale Deal?
A deal becomes stale when there's no confirmed progress for 30 days.
As the Deal Owner:
• Click "Yes, still active" → Timer resets, you'll be asked again in 30 days
• Click "No, it's stuck" → Deal stays marked as stuck until you take action
Why this matters:
Only you know if a deal is truly progressing. Contacting a customer doesn't mean the deal is moving forward.