#freshsales
2 prompts found
Freshsales Pipeline Stage Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Freshsales pipeline inventory into a stage checklist only. No invented win rates, deal amounts, or contact emails.
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.
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.