Note: The 'Recommendations' product is in a closed Beta at the moment. If you wish to gain access, please contact your account manager.

Card type: Task

Weekly, we will check your CRM and present the deals that seemed to have been forgotten. To be exact, your open deals that don't have any future activity scheduled, and haven't been touched in over 5 days.

Click on 'Go to deal' to visit the particular deal directly in your CRM and pick up the conversation again, or to remove it from your pipeline if relevant.

Did this answer your question?