CRM and sales follow-up
How do I know which deals or leads are at risk?
Define risk signals such as no recent activity, missed next steps, repeated delays, stalled stage time, low engagement, or missing decision information. Surface those signals in the pipeline so attention goes to deals that are both important and showing warning signs.
What to check
- How long can a lead sit without activity?
- Which missed actions indicate risk?
- Which high-value opportunities need closer monitoring?