How to close 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:
| Close the cycle for a contact |
| Reopen the cycle for a contact |
| Close the cycle for multiple contacts in bulk |
Close the sales cycle for a contact
Jump up to Article's Overview ⮝
Notes:
- If you close the sales cycle, all non-completed actions for this contact will be deleted.
- Closing a sales cycle is user-based and you cannot close the sales cycle for other users of the CRM.
Reopen the sales cycle for a contact
Jump up to Article's Overview ⮝Open the appropriate contact → scroll down to the blue Next Action box → select Reopen.
Close the sales cycle in bulk
Jump up to Article's Overview ⮝You can also close the cycle for multiple CRM contacts in bulk.
In the Bulk update Actions pop-up, select Close sales cycle from the dropdown → click Apply.
Optionally, you can add a closing comment as well.
Notes:
- If you close the sales cycle, all non-completed actions for this contact will be deleted.
- Closing a sales cycle is user-based, and you cannot close the sales cycle for other users of the CRM.