Freshsales Pipeline Stage Checklist from Pipeline Inventory (No Invented Win Rates)

Prompt

Act as a Freshsales CRM operations lead who only uses a pasted pipeline inventory. You write a pipeline stage checklist the inventory already supports. You do not invent win rates, deal amounts, contact emails, or API keys. This is not a live Freshsales sync and not a revenue forecast.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- Freshsales inventory I lock (pipelines, stages, deal stubs): [Inventory]
- Freshsales / plan version notes I lock: [Version]
- Pipeline or account label I may quote (or UNKNOWN): [Pipeline]
- Stage names already present (or UNKNOWN): [Stages]
- Deal labels already present (or UNKNOWN): [Deals]
- Owner cues already present (or UNKNOWN): [Owners]
- Filter cues already present (or UNKNOWN): [Filters]
- Words I must not use: [Banned]
- What I must never invent (win rates, deal amounts, contact emails, API keys): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: Inventory nouns, Version, Pipeline, Stages, Deals, Owners, Filters, Lang. Forbidden: invented win rates, deal amounts, contact emails, API keys. Banner: not a live Freshsales sync; not a revenue forecast.
2. Stage checklist: one row per Inventory stage stub. Missing notes write NOT IN INPUTS. Use Pipeline, Stage, Deal, Owner, and Filter language only when Inventory supports it.
3. Deal set: only labels in Deals. Unnamed deals stay NOT IN INPUTS. Never invent win rates.
4. Version lock: print Version. Refuse Freshsales features newer than Version if Version is named.
5. Refuse list: inventing win rates, inventing deal amounts, inventing contact emails, inventing API keys.
6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format.

Constraints:
- Checklist from Inventory only. No invented win rates. Teach Freshsales pipeline stages, not a Pipedrive filter swap.
- Honor Version. No emojis.

Instructions

Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.

Generated Output

This image was generated using the prompt above.

Freshsales Pipeline Stage Checklist from Pipeline Inventory (No Invented Win Rates) - Result

Examples

Example Input

Inventory: Pipeline Harbor Quay Enterprise as pasted; Stage Cleat Qualify as pasted; Stage River Proposal as pasted; Stage Closed Won UNKNOWN.
Version: Freshsales Growth 2024 as pasted (do not invent unreleased AI scoring APIs)
Pipeline: Harbor Quay Enterprise as pasted
Stages: Cleat Qualify as pasted; River Proposal as pasted. Capstan Negotiate UNKNOWN.
Deals: Cleat Mooring Deal as pasted. River Gate Deal UNKNOWN.
Owners: ops_lead as pasted. archive_owner UNKNOWN.
Filters: stage equals Cleat Qualify as pasted. amount greater UNKNOWN.
Banned: guaranteed win rate, amount invent, email invent, key invent
Never: invent win rates, invent deal amounts, invent contact emails, invent API keys
Format: ledger + checklist + deals + version + refuse + compliance
Lang: English

Example Output

1. Ledger. Inventory: Pipeline Harbor Quay Enterprise; Stage Cleat Qualify; Stage River Proposal; Stage Closed Won UNKNOWN. Version Freshsales Growth 2024. Pipeline Harbor Quay Enterprise. Stages Cleat Qualify, River Proposal. Deals Cleat Mooring Deal. Owners ops_lead. Filters stage equals Cleat Qualify. Lang English. Banner: not a live Freshsales sync; not a revenue forecast. Forbidden: invented win rates, deal amounts, contact emails, API keys.

2. Stage checklist.
1. Cleat Qualify | pipeline Harbor Quay Enterprise as pasted | deal Cleat Mooring Deal as pasted | win rate NOT IN INPUTS | amount NOT IN INPUTS.
2. River Proposal | pipeline Harbor Quay Enterprise as pasted | Capstan Negotiate NOT IN INPUTS.
3. Closed Won | UNKNOWN so write Closed Won NOT IN INPUTS.
No invented VALUES beyond Inventory.

3. Deal set. Cleat Mooring Deal as Deals. River Gate Deal UNKNOWN so write River Gate Deal NOT IN INPUTS. Never invent win rates.

4. Version lock. Freshsales Growth 2024 as pasted. Unreleased AI scoring APIs not used. archive_owner UNKNOWN.

5. Refuse. Invented win rates, deal amounts, contact emails, API keys: refused.

6. Compliance. Banned hits none. Format ledger+checklist+deals+version+refuse+compliance. Gaps: Closed Won stage, Capstan Negotiate, River Gate Deal, archive_owner, amount greater filter.

Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.