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Activity Colour Coding
Activity Colour Coding

Take action based on the colour coding on your ToDo list

Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

Exsalerate provides visual prompts to ensure you follow up with leads and

customers to retain and win more business

Activity Symbol Colour Coding

Green = due today

Exsalerate icons

Blue = due in the future

email activity

Red = overdue

Other activity

Pipeline Phase Colour Coding

When opportunities are stuck and not progressing through the stages in your pipeline fast enough Exsalerate prompts you to increase the velocity with traffic light colour coding

Blue = On track

Orange = Starting to age

Red = Spent too long in the current phase, it's time to take some action

The length of time a lead or opportunity takes to change colour is set by the administrator of the account via phase settings

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