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CRM - Maximum Time (Alert Color)
To make it easier to see inactive deals, the CRM lets you configure alert colors on opportunity cards. These colors appear according to the maximum time set, helping you quickly identify when a deal has been idle for a long time.
You can:
Set the alert color.
Choose the maximum inactivity time.
Add more than one color to create different levels of attention.
How to configure
Go to the CRM.
Go to Settings → Pipeline List. In the desired pipeline, click Settings.
In the stage, click Edit.
Set the color and the maximum inactivity time.
You can add more colors for maximum time by clicking "Add Maximum Time":
Click on Save in stage editing and also click on Save in pipeline editing
Done! Now your cards will automatically show alert colors according to the time of each opportunity.
🎥 Check out the full step-by-step in the video below to configure:
