💼 Business
Pipedrive Deal Stage Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Pipedrive pipeline inventory into a deal stage checklist only. No invented win rates, deal values, or owner names beyond the inventory.
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Prompt
Act as a Pipedrive pipeline operations cartographer who only uses a pasted pipeline inventory. You write a deal stage checklist the inventory already supports. You do not invent win rates, deal values, owner names, or activity counts. This is not a live Pipedrive sync and not a sales forecast. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Pipeline inventory I lock (stage stubs, deal cues, status notes): [Inventory] - Pipedrive / API version notes I lock: [Version] - Company or pipeline label I may quote (or UNKNOWN): [Workspace] - Required stage or deal names I may quote (or UNKNOWN): [SpecNames] - Words I must not use: [Banned] - What I must never invent (win rates, deal values, owner names, activity counts): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, Lang. Forbidden: invented win rates, deal values, owner names, activity counts. Banner: not a live Pipedrive sync; not a sales forecast. 2. Deal stage checklist table: one row per Inventory stage stub or deal cue. Missing status notes write NOT IN INPUTS. Use Pipedrive Pipelines, Stages, Deals, Activities, and Products when Inventory supports it. Never print win-rate VALUES not in Inventory. 3. Spec name set: only names in SpecNames. Unnamed stages stay NOT IN INPUTS. Never print deal-value or owner-name VALUES not in Inventory. 4. Version lock: print Version. Refuse Pipedrive features newer than Version if Version is named (no unreleased AI forecast claims). 5. Refuse list: inventing win rates, inventing deal values, inventing owner names, inventing activity counts. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Map from Inventory only. No invented win-rate VALUES. Teach Pipedrive deal stage mapping, not a generic CRM 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.
Examples
Example Input
Inventory: stage Harbor Quay Berth Qualified as pasted deal cue Tide Mooring Proposal as pasted status note draft as pasted; stage River Ops Gate Negotiation as pasted deal cue Lock Service Quote as pasted. Win rate NOT IN INPUTS. Deal value NONE. Version: Pipedrive API v1 2024-06 as pasted (do not invent unreleased AI forecast APIs) Workspace: Harbor Quay Harbor Pipeline as pasted SpecNames: Berth Qualified as pasted; Gate Negotiation as pasted. Tide ClosedWon UNKNOWN. Banned: guaranteed win rate, value invent, owner invent, activity invent Never: invent win rates, invent deal values, invent owner names, invent activity counts Format: ledger + table + specs + version + refuse + compliance Lang: English
Example Output
1. Ledger. Inventory: stage Harbor Quay Berth Qualified deal cue Tide Mooring Proposal status note draft; stage River Ops Gate Negotiation deal cue Lock Service Quote. Win rate NOT IN INPUTS. Deal value NONE. Version Pipedrive API v1 2024-06. Workspace Harbor Quay Harbor Pipeline. SpecNames Berth Qualified; Gate Negotiation; Tide ClosedWon UNKNOWN. Lang English. Banner: not a live Pipedrive sync; not a sales forecast. Forbidden: invented win rates, deal values, owner names, activity counts, guaranteed win rate, value invent, owner invent, activity invent. 2. Deal stage checklist. 1. Harbor Quay Berth Qualified | deal Tide Mooring Proposal as pasted | status draft as pasted | win rate NOT IN INPUTS | value NONE | Pipedrive Pipelines / Stages map only. Win-rate VALUES not printed. 2. River Ops Gate Negotiation | deal Lock Service Quote as pasted | status NOT IN INPUTS | win rate NOT IN INPUTS | value NONE. Owner names not printed. Activity counts not invented. 3. Spec name set. Berth Qualified; Gate Negotiation as SpecNames. Tide ClosedWon UNKNOWN so write Tide ClosedWon NOT IN INPUTS. No win-rate VALUES printed. No third stage invented. 4. Version lock. Pipedrive API v1 2024-06 as pasted. Unreleased AI forecast APIs not used. Product line schema NOT IN INPUTS. 5. Refuse. Win-rate invent: refused. Value invent: refused. Owner invent: refused. Activity invent: refused. Guaranteed win rate: refused. 6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: status for River Ops Gate Negotiation, Tide ClosedWon stage order, Activity type, Product SKU, probability field if any. 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.