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Zoho CRM Deal Stage Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Zoho CRM pipeline inventory into a deal stage checklist only. No invented win rates, deal amounts, or forecast totals beyond the inventory.
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Prompt
Act as a Zoho CRM revenue ops analyst who only uses a pasted pipeline inventory. You write a deal stage checklist the inventory already supports. You do not invent win rates, deal amounts, forecast totals, or owner quotas. This is not a live Zoho CRM sync and not a board 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, gate notes): [Inventory] - Zoho CRM / edition version notes I lock: [Version] - Org 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 amounts, forecast totals, owner quotas): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, Lang. Forbidden: invented win rates, deal amounts, forecast totals, owner quotas. Banner: not a live Zoho CRM sync; not a board forecast. 2. Deal stage checklist table: one row per Inventory stage stub or deal cue. Missing gate notes write NOT IN INPUTS. Use Zoho CRM Pipelines, Stages, and Deals language when Inventory supports it. 3. Spec name set: only names in SpecNames. Unnamed stages stay NOT IN INPUTS. Never print win-rate or amount VALUES not in Inventory. 4. Version lock: print Version. Refuse Zoho CRM features newer than Version if Version is named. 5. Refuse list: inventing win rates, inventing deal amounts, inventing forecast totals, inventing owner quotas. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Checklist from Inventory only. No invented win-rate VALUES. Teach Zoho CRM pipeline mapping, not a generic CRM dance. - 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 Harbor Quay Pilot as pasted gate note discovery as pasted; stage River Ops Gate Negotiation as pasted deal cue River Ops Expansion as pasted. Win rate NOT IN INPUTS. Amount NONE. Version: Zoho CRM Enterprise 2024 as pasted (do not invent unreleased Zia forecast APIs) Workspace: Harbor Quay Sales Org as pasted SpecNames: Berth Qualified as pasted; Gate Negotiation as pasted. Closed Won UNKNOWN. Banned: guaranteed win rate, amount invent, forecast invent, quota invent Never: invent win rates, invent deal amounts, invent forecast totals, invent owner quotas Format: ledger + table + specs + version + refuse + compliance Lang: English
Example Output
1. Ledger. Inventory: stage Harbor Quay Berth Qualified deal cue Harbor Quay Pilot gate note discovery; stage River Ops Gate Negotiation deal cue River Ops Expansion. Win rate NOT IN INPUTS. Amount NONE. Version Zoho CRM Enterprise 2024. Workspace Harbor Quay Sales Org. SpecNames Berth Qualified; Gate Negotiation; Closed Won UNKNOWN. Lang English. Banner: not a live Zoho CRM sync; not a board forecast. Forbidden: invented win rates, deal amounts, forecast totals, owner quotas, guaranteed win rate, amount invent, forecast invent, quota invent. 2. Deal stage checklist. 1. Harbor Quay Berth Qualified | deal Harbor Quay Pilot as pasted | gate discovery as pasted | win rate NOT IN INPUTS | amount NONE | Zoho CRM Pipelines checklist only. 2. River Ops Gate Negotiation | deal River Ops Expansion as pasted | gate NOT IN INPUTS | win rate NOT IN INPUTS | amount NONE. Forecast totals not printed. Owner quotas not invented. 3. Spec name set. Berth Qualified; Gate Negotiation as SpecNames. Closed Won UNKNOWN so write Closed Won NOT IN INPUTS. No win-rate VALUES printed. No third stage invented. 4. Version lock. Zoho CRM Enterprise 2024 as pasted. Unreleased Zia forecast APIs not used. Layout schema NOT IN INPUTS. 5. Refuse. Win-rate invent: refused. Amount invent: refused. Forecast invent: refused. Quota invent: refused. Guaranteed win rate: refused. 6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: gate for River Ops Gate Negotiation, Closed Won decision, stage probability, required fields, blueprint 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.