Expiring Deal Process

Key Topics:

A Workflow will Trigger when all of the following have been met

An Interal Email is Sent to the Deal Owner

This Email is a Heads Up and advises the Rep to Find out the Status / Close the Sale
View Email Below

There is a Delay for 7 Days

The Workflow will then check to see:

Deal is in Opportunity or Quote Provided
Deal's Close Date has not been updated in the last 7 days OR the Close Date is more than a Day ago and has not been updated

If the triggers above are met:

A Different Workflow will trigger and send an email to the Owner, letting them know the Deal was Lost

This Email will Also Contain Deal Information Including:

Deal Name

Company NAme

Amount

Create Date

Owner

Stage

Most Recent Quote Link (If applicable)

This Process is in place so Sales Reps don't have several "Expired" Deals sitting in their pipeline

The Default Deal Close Date is 90 Days - this was adjusted based on feedback

Sales Reps are still encouraged to get an accurate estimate of the Deals Closure from their Customer

Reps are also able to utilize the Dispositoning Process as they receive infromation on their Deal before this process ever triggers

Goal: Develop an Automatic Close Lost Process for Deals Expiring