How to close the sales cycle

If there are no further follow-ups required for a contact and you don't have any Next Actions scheduled, you have the option to close the sales cycle. You can add a closing comment too if you wish. If you then want to start up the sales process again in the future, you can reopen the sales cycle.

In this article:
How to close the sales cycle for a contact
How to reopen the sales cycle for a closed contact

How to close the sales cycle for a contact

Open your contact → complete or delete any Next Action and Queued actions assigned to you.

Click Close.

We recommend adding a closing comment to explain why you're closing the sales cycle. To do this, click Add a closing comment.

How to reopen the sales cycle for a closed contact

Open the contact whose sales cycle is closed → click Reopen.

Once the sales cycle is reopened we recommend creating a Next Action for your contact to kick start your sales process with them.

Notes:

All your contacts with closed sales cycles (with or without closing comments) are shown at the bottom of your Action Stream.
If you have selected the Hide contact without a Next Action option in the Focus Mode, these contacts will be hidden from your Action Stream.

How to close the sales cycle