When you have a look at the overview of all your deals, you might see that there are different coloured labels under the column ‘Activity’. Here you can find out what those activity labels mean so that you can follow up on your deals more efficiently.
In a nutshell, these labels give you an indication 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.
Note: these activity colours differ from the colours you can assign yourself to a deal phase. Read more about that here.
Deal inactivity
Each deal gets a coloured label that tells you its activity status at a glance. Before explaining the colours, it helps to understand the inactivity setting they're based on.
For every deal phase you can set after how many days of inactivity a deal needs your attention. To do this, go to Settings > Deals and Quotations > Pipelines and click the pencil next to a deal phase. You'll see 'Attention required after x days of inactivity'. This is set to 7 days by default but can be edited as desired.
As long as a deal stays within that window (e.g. fewer than 5 days without action), it's considered 'active'. Once the window passes with no action taken, the deal starts counting inactive days and switches to a label that asks for your attention.
Coloured labels
Based on the above explanation, the different coloured labels under deal activity are:
New (yellow): A newly added deal. It gets a yellow label because it needs your attention and should be followed up.
X days inactive (yellow): The number of days you set in the phase settings has gone by with no action taken on this deal. It now requires your attention as there's a risk the deal goes cold and the lead loses interest.
Won (green): The deal is won.
In progress (blue): The deal is active and within its inactivity window. No action is required yet; the countdown you set in the phase settings hasn't run out.
Lost (red): 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.
For example: if you set the inactivity period to 5 days, the deal stays 'In progress' (blue) for those 5 days. From day 6 onwards, with no action taken, it switches to '1 day inactive' (yellow), and keeps counting up for each additional day without action.