How to pause and manage deals

Updated by Caroline Pollard

We've created a quick guide to help you understand how to pause and unpause deals, and how to locate paused deals when needed.

View Video Guide

How to Pause a Deal

  1. Open the Deal Card.
  2. Click Change Deal.
  3. Select Pause Deal.
  4. Add a note explaining why the deal is being paused.

The system will automatically prompt you to create a task. If you leave this option ticked, a task will be generated which you can:

  • Assign to a team member
  • Set a due date for follow-up

Once you click Save, the deal will officially be paused, and the paused status will be displayed on the deal.

You'll also notice that the deal disappears from your active workflow view, helping keep your pipeline focused on active files.

How to Find Paused Deals

To view paused deals, you can create a filter:

  1. Click Create New Filter
  2. Create Filter name
  3. Item Status – For Active Deals
  4. Select Add New
  5. Select the condition Deal State
  6. Choose Paused
  7. Click Create and Apply

Once applied, all paused deals will appear in the list. Each deal will display a pause icon, making them easy to identify.

How to Unpause a Deal

To reactivate a deal:

  1. Open the Deal Card
  2. Click Change Deal
  3. Select Unpause Deal
  4. Remove or update the pause note
  5. Click Save

The deal will then be reactivated. Once the paused filter is removed, the deal will reappear in your active workflow.

These improvements help ensure that paused deals are clearly separated from active workflows, while still being easy to locate and reactivate when needed.

How did we do?