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Deals stall when they sit too long in the same stage. The Sleeping deal notification keeps partners accountable by automatically emailing them when a deal has been inactive in a stage longer than you allow, prompting action before momentum is lost. This guide sets it up on a deal pipeline in your partner portal so the reminders run on their own.

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What you’ll achieve

An automatic reminder that reaches partners when a deal has sat in a stage past the number of days you define, so partners act before deals go cold, your pipeline keeps moving, and your forecast reflects reality, with no manual chasing.

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Before you start

1

Have a deal pipeline in an experience

The Sleeping deal notification is configured on a deal pipeline section in a partner portal experience. See Set up a shared pipeline.
2

Decide your inactivity thresholds

Plan how many days a deal may sit in each stage. A good pattern is shorter limits in early qualification stages to keep momentum, and longer limits in later stages like negotiation.

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Watch it

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Steps

1

Open the pipeline section's configuration

Go to Experiences, open the experience with your deal pipeline, and on the deal pipeline section select Configure. This opens the section’s settings, where notifications for the pipeline live.
Configure the deal pipeline section
2

Open Notifications and the Sleeping deal setting

Select Notifications, then the gear icon next to Sleeping deal. This is the automatic reminder for deals that go inactive.
The Sleeping deal notification setting
3

Set the inactivity conditions

Define the conditions and the number of days a deal can remain within a stage (or stages) before the partner is notified. Use shorter windows for early stages and longer ones for later stages, so the nudge matches how long each stage should realistically take.
4

Save

Select Save. From now on, when a deal exceeds your threshold in a stage, Introw automatically emails the partner to prompt action.

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Verify it worked

The Sleeping deal notification shows as configured on the pipeline section with your day thresholds. When a deal sits in a stage past the limit, the responsible partner receives the sleeping-deal reminder email, and the deal reappears in their attention without anyone sending a manual status chase.

Configure partner notifications by email

Control the other automatic emails partners receive.

Collaborate on a shared deal

Keep the deal conversation on the record as partners act.

Set up a shared pipeline

Build the pipeline the notification runs on.