๐ How to Set Up Deal Rotting Alerts in Pipedrive
Overview
In sales, timing is everything. Deal rotting in Pipedrive is a feature that helps you identify deals that havenโt had activity in a set number of days. By setting up Deal Rotting Alerts, your team can quickly take action before opportunities go stale.
This guide walks you through how to configure and use this feature effectively.
๐ง What is Deal Rotting?
A rotting deal is a deal that has been inactive (no updates or movement) for a defined period. When a deal starts to rot, Pipedrive visually highlights it in your pipeline with a colored warning indicator, helping your team respond proactively.
โ๏ธ How to Enable and Set Up Deal Rotting
Step 1: Go to Pipeline Settings
- Click on your profile picture in the top-right corner.
- Go to Company Settings > Pipelines.
- Select the pipeline where you want to set rotting rules.
Step 2: Set Rotting Time Per Stage
- In the pipeline settings, find the Rotting time column next to each pipeline stage.
- Enter the number of days a deal can sit idle in that stage before it is considered โrotting.โ
- Example: Set 5 days for the Contact Made stage and 10 days for the Proposal Sent stage.
โ Note: You can set different rotting thresholds per stage to reflect realistic response expectations.
Step 3: Save Your Settings
- Click Save at the bottom of the pipeline settings page.
- Pipedrive will now automatically track rotting status for each deal.
๐ How Rotting Alerts Work
- In your pipeline view, rotting deals will be visually flagged with a colored border or clock icon, indicating they need attention.
- Hover over the icon to see how many days the deal has been inactive.
- This helps reps quickly identify where to focus their attention.
๐ Rotting resets automatically when a deal is moved to a different stage or updated (e.g., activity logged, note added, status changed).
๐ Best Practices for Using Rotting Alerts
- Review daily: Make it part of your routine to check for rotting deals each morning.
- Prioritize action: Follow up immediately on deals that are flagged to keep the momentum going.
- Use filters: Create views that show only rotting deals for better pipeline visibility.
- Automate reminders: Use Pipedriveโs workflow automation to trigger alerts or assign tasks when a deal starts rotting.
๐ Reporting on Inactivity
- Use the Insights or Reports section to monitor overall deal activity and identify bottlenecks.
- Analyze which pipeline stages typically lead to rotting and adjust your process accordingly.
Conclusion
Deal Rotting Alerts in Pipedrive are a simple yet powerful way to keep your pipeline healthy. By setting smart thresholds and acting quickly on flagged deals, your team can reduce delays, improve follow-up, and close more deals.