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Auto-closing Deals in PERQ CRM

Keep your contact list clean with our auto-closing deals feature.

Updated over a week ago

When you’re following up with customers day in and day out, it can be easy to let last month’s unresponsive contacts pile up at the bottom of your contact list – kind of like those holiday leftovers making their way to the back corner of your refrigerator.

When you turn on auto-closing deals in PERQ CRM, you’ll automate daily contact clean-up for your entire team based on your set number of inactive days – making it easier for your team to find and follow-up with your most recent and responsive leads.

Interested? Here’s how to turn it on:

1. Navigate to System Operations

2. Scroll down to Contact Manager

3. Check the box for “Auto-close deals after a period of no activity” and set the number of inactive days before you want deals to auto-close.

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