Help / Deals / Put a deal on hold

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

  1. Find the deal in the Overdue or Due to move band on Today, on its own page, or on the Pipeline board.
  2. Press "What's in the way?" - beside Advance, or in the board card's ⋯ menu.
  3. Pick a category chip and type one line of context. Left blank, it reads "Held at" the stage.
  4. 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.
  5. Press "Run the play".
  6. 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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