Idle Deal Alert - Online Help - Zoho CRM

Idle Deal Alert

The Idle Deal Alert extension for Zoho CRM helps you identify deals that have been stuck in a particular pipeline stage for too long.

This extension sends you an alert any time a deal is stuck in the pipeline for too long, allowing you to address a deal before your window of opportunity closes. When this extension is installed, you will get the Idle Alert Settings tab as well as Scheduler that will check for dormant deals and send out alerts on a day-to-day basis.

You can either go to the Zoho Marketplace to install the Idle deal alert extension or log in to your Zoho CRM account and install it from there.

Install the Extension

To install the extension
  1. Go to Setup > Marketplace > All.
    All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
  2. Click All Extensions, browse and click Idle Deal Alert and click it.
    The details about the extension will be available.
  3. Click Install Now.
  4. In the following screen, check Terms of Service and click Continue to Install.
  5. Choose one of the following and click Confirm.
    • Install for admin only - The extension will be installed in CRM only for users with an administrator profile.
    • Install for all users - The extension will be installed in CRM for all the users.
    • Choose profiles - The extension will be installed in CRM for all the users under the selected profiles.

Configure Idle Deal Alerts

After the installation is complete, configure the Idle Alert Settings tab in order to specify the number of days a deal can remain in one particular before sending an alert.

To configure Idle Deal Alerts
  1. In your Zoho CRM account, select the Idle Alert Settings tab and click Create.
  2. Provide a name for the alert.
  3. Fill in the timeout period for each stage.
  4. Select an alert mechanism.
    • A task - A task will be created in the Tasks module.
    • An email - An email alert will be sent to the selected recipient.
    • A task with an email - Both a task and an email alert will be created.
  5. For email alerts, specify the recipient in the Send To field.
    • Users - The email alert will be sent to the deal owner.
    • Others - Manually specify the email addresses of people who will receive the alert.
  6. Click Save.

    The settings will be made active. The scheduler will be triggered at 8.15a.m. (as per your timezone) everyday.
Once the configuration is complete, an alert will be created every time a deal crosses the timeout period.

Configure Multiple Timeout Periods

You can configure multiple timeout durations for a single stage.

For example, if you want to receive alerts for every fifth, tenth and fifteenth day a deal is in the Negotiation stage, You can do so by creating individual records in the Idle Alert Settings tab with the value of the Negotiation stage being set to 5, 10, and 15.

Uninstall Idle Deal Alert extension

You can uninstall the Idle Deal Alert extension anytime. Uninstalling this extension will permanently delete all associated data.

To uninstall the extension
  1. Go to Setup > Marketplace > All.
    All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
  2. Browse for Idle Deal Alert and click the corresponding Uninstall link.
  3. Click OK to confirm.
    The extension will be uninstalled and all related data will be deleted.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series

                                      • Digest

                                      • Functions

                                      • Meetups

                                      • Kbase

                                      • Resources

                                      • Glossary

                                      • Desk Marketplace

                                      • MVP Corner

                                      • Word of the Day

                                        Zoho Marketing Automation

                                          Zoho Sheet Resources


                                              Zoho Forms Resources

                                                Secure your business
                                                communication with Zoho Mail

                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times

                                                  Carry your calendar with you
                                                  Anytime, anywhere

                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now

                                                                  Zoho TeamInbox Resources

                                                                          Zoho DataPrep Resources

                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW

                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now

                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.

                                                                                                  • Related Articles

                                                                                                  • Zia Competitor Alert

                                                                                                    Every time a lead or a contact mentions your competitor in their email content, Zia will identify the name and notify the sales reps (or CRM users). They can take insights from their conversation, make a note of their interests, and understand their ...
                                                                                                  • Troubleshooting Zoho Backstage integration with Zoho CRM

                                                                                                    1. Why am I unable to integrate Zoho Backstage with Zoho CRM?  By default in your CRM, those who have admin level permissions or an admin profile have access privilege for extensions. You won't be able to integrate marketplace apps into your CRM ...
                                                                                                  • Nexmo

                                                                                                    Nexmo, a Vonage Company, is the global cloud communications platform leader providing innovative communication APIs and SDKs for voice, text, chat app and phone verification services. Nexmo enables applications and enterprises to communicate with ...
                                                                                                  • Setting up and Configuring Zoho Finance Suite Integration

                                                                                                    Some content may only be available to specific users. The Zoho Finance Suite integration allows you to integrate your Zoho Books, Zoho Invoice, Zoho Expense as well as Zoho Subscription accounts with Zoho CRM. As a result, you can view and monitor ...
                                                                                                  • Zendesk

                                                                                                    Having your customers' details in a single place, always gives you the advantage of knowing your customer better; their interests, issues faced by them and all the communications that you had with them. It is better to know the issues they faced ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace



                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.

                                                                                                        Zoho Show Resources