Stalled, sold and lost sales
Some tooltip text!
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In the Stage field in the Sale screen, you can set the sale to Sold or Lost. You can also check the Stalled checkbox below this field if you want put the sales process on hold. If you do this, the fields below change, along with the icon at the upper left of the Sale screen.
For individual sale types, a list of stages is also displayed, as defined in Settings and maintenance. Read more about sales guides.
| Icon | Meaning |
|---|---|
 |
Open |
 |
Stalled |
 |
Lost |
 |
Sold |
Open
Stalled
If you set the sales to Stalled, the following fields are displayed:
- Re-open date: Here you can enter the date when the sale should be reopened.
- Reason (stalled): Here you can enter the reason for the delay.
The Follow-up dialog opens when you click Save. Here you can set up a future meeting or phone call to follow up the stalled sale.
Sold/Lost
If you set the sale to Sold or Lost, you can enter the date, any competitor and why the sale succeeded or failed.
Sold:
Lost:
