With a task, an email, or a combination of both, the Idle Deal Alert Extension for Zoho CRM alerts you whenever a deal is stuck in a particular stage for a long time.
Key Features:
Alert record managers, record owners and other users whenever a deal is idle at a particular stage.
Configure a different timeout period for each stage.
Get alerts through multiple alert mechanisms: A task, An email, A task with an email
Use the Idle Deal Alert Extension to revive dormant deals and get them back on track.
We understand that it is a long-pending request to make the extension work with the custom stage of deal records, which we will likely take up soon to have it incorporated in the upcoming updates of this integration. We will keep this review updated once we have any news related to this. Please bear with us until then.
Thank you for your suggestion. We will definitely look into it and contemplate the workability to implement in our future enhancements which we will keep you posted on.
I'm using DEAL with some customized stages name in the Stage-Probability Mapping. How can I use the "idle deal alert" in such situation ? Description of the extension indicates "Alert [...] whenever a deal is idle at a particular stage". That's why I was expecting the possibility to use MY particular stages but it seems that the stage name are imposed: "value proposition", "proposal quote", "lost to competition", "closed won", "qualification", "negotiation/Review", "Id. Decision Makers", ... None of these stages name are part of my own Zoho configuration, that's why I'm asking (like in other comments): how can we use "idle deal alert" ???
This is the same stupid problem with all extensions, CANNOT BE USED FOR CUSTOM MODULES THEN WHAT'S THE POINT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Sorry that the extension by default didn't meet your requirement. The integration is focused and build to work for the Deals module only. However, we value your feedback and will help you using the extension for the custom modules. So, please write to support@zohoextensions.com and we will be glad to help you with your requirement.
How in the world was this extension only made to work with the default stage names??? This was literally the first thing I changed in the CRM. Is this a bad joke, please tell me I am missing something and this can actually work with custom stage names and I will gladly change my review to 5 stars How is Rotting period not something standard in a CRM today?
Hello Anatoly, This is Aditya from Zoho Extensions. We shall take your feedback into consideration. However, we encourage you to mail us at support@zohoextensions.com for a more comprehensive review of your suggestion.
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I would recommend you to try Idle Deal Alert. It would add a lot more value to your CRM account.
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We understand that it is a long-pending request to make the extension work with the custom stage of deal records, which we will likely take up soon to have it incorporated in the upcoming updates of this integration. We will keep this review updated once we have any news related to this. Please bear with us until then.