Rafiki lets you 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 the slider switch to disable the 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 | As mentioned in a meeting |
Next Steps not set | Next steps not set up |
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.