Dead Deals in Deal Manager
Overview
A dead deal refers to a deal where negotiations or progress have stopped, and the deal is no longer active. Rather than deleting these deals, Deal Manager retains them for historical reference and reporting purposes.
🧾 What Is a Dead Deal?
A dead deal is a proposal that is no longer moving forward.
These deals are not deleted but are hidden from default views.
You can view dead deals by applying filters that include the "Dead Deal" stage.
🔍 Common Reasons for Dead Deals
Dead deal reasons are customizable by your organization. Common examples include:
Economics – Terms didn’t align with expectations.
Leased Elsewhere – Tenant chose a different property.
Legal or Contractual Disagreements – Issues during negotiation.
No Longer Interested – Tenant withdrew interest.
Decision to Leave the Market – Tenant exited the market entirely.
⚙️ Customizing Dead Deal Reasons
Admin users can create custom dead deal reasons to better categorize outcomes.
There is no limit to the number of reasons you can define.
The only required field when adding a new reason is the Reason Name.
📊 Why Use Dead Deal Stages?
Record Visibility: Dead deals remain accessible for future reference and analysis.
Custom Insights: Tailored reasons help identify patterns in lost deals.
Data Integrity: Keeps your pipeline clean without losing historical data.
❓ Frequently Asked Questions (FAQs)
🔹 General Understanding
What is a dead deal in Deal Manager?
A dead deal is one where progress has stopped and the deal is no longer active. It remains in the system for historical tracking.
Are dead deals deleted from the system?
No. Dead deals are hidden from default views but can be accessed using filters.
🔹 Customization and Management
Can I customize the reasons for dead deals?
Yes. Admin users can create as many custom reasons as needed. Only the Reason Name is required.
Why should I use dead deal reasons?
They help categorize why deals fall through, offering insights for future strategy and reporting.
🔹 Visibility and Reporting
How do I view dead deals in Deal Manager?
Use the filter options to include the "Dead Deal" stage in your search results.