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 screwdriver 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 has been accepted.
Light blue: It means that the deal is still in process, in any phase before accepted, but it has been followed up recently (a task, meeting or call was tracked recently), so no urgent action is required. It can also be that there is an open call, task or meeting planned for this deal.
Dark blue/Purple: It means that the deal is in any phase before accepted 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 > 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. 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 refused. You can refuse deals by clicking Actions > Refuse in the deal page.