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 for X days
No prospect activity for X days
The close date is in the past
Not enough contacts
Choose Y Contacts or fewer than X days
Budget, Authority, Need, and Timing Mentioned in meetings for the deal
Mentioned in a meeting
Next Steps not set
Next steps not setup
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.