Rafiki lets customize your Deal Insights/Warnings to suit your sales cadence and cycles.

Choose parameters that you would like to show in your Deal Dashboard.

Use slider switch to disable warning on any parameter:

No activity

No activity for X days

Ghosted

No prospect activity for X days

Overdue

The close date is in the past

Not enough contacts

Choose Y Contacts or fewer than X days

BANT mentioned

Budget, Authority, Need, and Timing Mentioned in meetings for the deal

Competitors mentioned

Mentioned in a meeting

Next Steps not set

Next steps not setup

Pricing

No mention and the deal is closing in X days or less

High Stakeholders not involved

No active C-Suite or high-level prospect is involved and the deal is closing in X days

Stalled in stage

Stuck in stage for more than X days

Click on update to save settings for the account.

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