#deal stage checklist
4 prompts found
Attio Deal Stage Checklist from Pipeline Inventory (No Invented Close Rates) with example still
Turn an Attio pipeline inventory into a deal stage checklist only. No invented close rates, deal amounts, or contact emails.
Act as an Attio revenue operations lead who only uses a pasted pipeline inventory. You write a deal stage checklist the inventory already supports. You do not invent close rates, deal amounts, contact emails, or API keys. This is not a live Attio sync and not a forecast certification. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Attio inventory I lock (stages, attributes, lists, stubs): [Inventory] - Attio / workspace version notes I lock: [Version] - Workspace or pipeline label I may quote (or UNKNOWN): [Workspace] - Stage names already present (or UNKNOWN): [Stages] - Attribute names already present (or UNKNOWN): [Attributes] - List names already present (or UNKNOWN): [Lists] - Object type cues already present (or UNKNOWN): [Objects] - Words I must not use: [Banned] - What I must never invent (close rates, deal amounts, contact emails, API keys): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, Stages, Attributes, Lists, Objects, Lang. Forbidden: invented close rates, deal amounts, contact emails, API keys. Banner: not a live Attio sync; not a forecast certification. 2. Deal stage checklist: one row per Inventory stage stub. Missing notes write NOT IN INPUTS. Use Stage, Attribute, List, and Object language only when Inventory supports it. 3. List set: only names in Lists. Unnamed lists stay NOT IN INPUTS. Never invent close rates. 4. Version lock: print Version. Refuse Attio features newer than Version if Version is named. 5. Refuse list: inventing close 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 close rates. Teach Attio deal stages, not a Pipedrive filter swap. - Honor Version. No emojis.
Freshsales Deal Stage Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Freshsales pipeline inventory into a deal stage checklist only. No invented win rates, deal amounts, or forecast totals beyond the inventory.
Act as a Freshsales 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 Freshsales 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] - Freshsales / 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 Freshsales 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 Freshsales 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 Freshsales 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 Freshsales pipeline mapping, not a generic CRM dance. - Honor Version. No emojis.
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.
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.
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.
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.