When you have a look at the overview of all your deals, you might see that there are different colors under the column ‘Activity’. Here you can find out what those colors stand for so that you can follow up on your deals more efficiently.
In a nutshell, those colors can give you an overview of which deals require attention and where action should be taken.
In case you do not see this column in your overview, just click on the cogwheel in the bottom right corner and add “Activity” to the list of viewable columns.
The colors that you can encounter are:
Green: It means that the deal is won.
Light blue: It means that the deal is still in process, in any phase before won, but it has been followed up recently (a task, meeting or call was tracked recently), so no urgent action is required.
Dark blue/Purple: It means that the deal is in any phase before won but the last action concerning this deal has been already taken some time ago. The color gets a darker hue the more time passes. You can set yourself how many days should be between different phases of your deal.
To do this, you go to Settings > Deals and Quotations > Deal phases and click the pencil next to the deal phase. You'll see 'Deals in this phase require attention after being inactive for xx days'. This is set to 7 days by default but can be edited as desired.
Red: It means that the number of days that you set up in the step mentioned above, have gone by with no action taken concerning this deal. Deals on the New phase will also always remain on this color. In both cases it's because urgent action is required since there is a risk that the deal gets cold and the lead loses interest.
Grey: It means that the deal is lost. You can put deals on lost by navigating to your deal page and changing the phase via your deal pipeline in the header, or by clicking on 'Lost' in the status widget in the top right-hand corner.