Put a deal on hold
How-toAnyone1 min
In one sentenceWhen a deal is Overdue or Due, press "What's in the way?", pick what is blocking it and name 1-3 moves that beat it - Today stops chasing you and the forecast moves it to Best case.
Steps
- Find the deal in the Overdue or Due to move band on Today, on its own page, or on the Pipeline board.
- Press "What's in the way?" - beside Advance, or in the board card's ⋯ menu.
- Pick a category chip and type one line of context. Left blank, it reads "Held at" the stage.
- Name the play under "The play · 2-3 moves": what has to happen, who owns it, a due date if there is one. One move is the minimum.
- Press "Run the play".
- Tick moves as they land on Today, Blockers or the deal page. With all ticked the deal reads Ready until you press Advance.
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