From the Contact Record, make sure all pending tasks get cleared out and then edit the Deal, marking it Won or Lost. If the cadence ends without customer re-engagement, mark it as Lost. If you did speak to the customer and they purchased from you, mark the Deal as Won.
My follow-up cadence is over for my CRM lead, what should I do?
Lead follow-up after CRM cadence is over
Updated over 5 years ago