The weekly sales activity email is automatically sent every Monday to all Admin users of active QuarterOne accounts.

Recently created deals

Is a list of all CRM deals created in the last 7 days. If fewer than 10 deals were created, the list will include the last 10 deals created irrespective of the create date. 

Recently updated deals

Is a list of all CRM deals updated in the last 7 days with a revised Closed Date, Value or Stage name. 

Note this list will not include deals without a Close Date. 

Deals to be investigated

Includes all CRM deals with characteristics that might require further investigation. This includes:

  • Open deals with a close date in the past.
  • Open deals with a close date in the near future (a close date due this month or in the next 7 dates)
  • Deals without a close date. These deals will not be included in your QuarterOne Forecast by default.
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