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Pipeline review
Find stale deals and missing next steps before Monday.
See the job in detail“Every Friday at 3, review the open pipeline. Flag stale deals, missing next steps and anything past its close date. Tell me the two calls to make Monday. Change nothing.”
Pipeline, Friday 3:00
- 42 open deals checked against your rules
- 9 stale: no activity in 21 days
- 6 missing a next step
- Call Monday: Keller & Co and Northfield, both past their close date
Waiting for your approval
Approve the 6 proposed CRM updates?