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Rescuing a Deal

How to rescue a deal marked dead. Reverse a dead deal and re-open it.

Genius avatar
Written by Genius
Updated over a year ago

Required Permission: Rescue

Dead deals can be rescued within 30 days of being marked dead.

  1. Open the customer deal card and navigate to the Deals tab.

  2. Click Show next to the Dead Deals section header.

  3. Click on the dead deal you need to rescue.

  4. Click the Rescue button.

If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!

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