Provisioned on request
Routine · Sales and CRM
Weekly pipeline review
Each week, deals that moved, stalled or went quiet.
Runs: Weekly, on a day you choose.
- Risk
- R0 Reads and reports
- Needs
- Deal list
- A person
- has no approval step by design
On request, as of 4 Nov 2026.
How it works
- Read the deal list and last contact dates.
- Find the deals with no movement.
- Write the review with a next step for each.
Needs from you: Deal list.
What it needs connected: CRM export file.
Where a person is designed to decide: It is designed only to read and report, so it has no approval step.
These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.
India: WhatsApp.