This notification shows all the Open deals that havn't been updated in the last 7 days.
To access the notification
When the notification is enabled and if at least an open deal hasn't been updated in the last 7 days, then you will see the notice next to the Bell icon located on the upper right corner of your screen. Once you click the Bell icon, you will see the message of "xx of your Deals have not been updated in the past 7 days."
After you click on the message, you will see the below screen. Note that Salesperson column is only available for managers to view.
When you click on the Saleperson, Account, Agency or Deal names, their profile will show.
To update the Deal
Please click on the Deal name, then their profile will show. You can make any update to the Deal Profile. Please keep in mind after the Deal profile is updated, their record will be removed from the notice screen after you refresh the page or visit this notification again.
To remove the notification
You can remove this notificaiton from the Bell icon by clicking Bell icon and then the checkmark next to notice message. Please keep in mind this notice will show on the Bell icon again once a new deal hasn't been updated in the past 7 days.
To disable the notification
If you don't want to receive the notice, please turn it off by
1. Clicking on the Bell icon in the top right corner, and then click on the gear icon.
2. Click Default Notifications tab.
3. Click Off in front of the Deals Without Recent Update.
