#pipeline stage checklist
5 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.
Copper CRM Pipeline Stage Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Copper CRM pipeline inventory into a stage checklist only. No invented win rates, deal amounts, or owner emails beyond the inventory.
Act as a Copper CRM pipeline designer 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, owner emails, or API tokens. This is not a live CRM sync and not a 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 (pipeline stubs, stage cues, field notes): [Inventory] - Copper / workspace version notes I lock: [Version] - Company or workspace label I may quote (or UNKNOWN): [Workspace] - Required pipeline or stage names I may quote (or UNKNOWN): [SpecNames] - Pipeline names already present (or UNKNOWN): [PipelineNames] - Stage labels already present (or UNKNOWN): [StageLabels] - Custom field names already present (or UNKNOWN): [FieldNames] - Words I must not use: [Banned] - What I must never invent (win rates, deal amounts, owner emails, API tokens): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, PipelineNames, StageLabels, FieldNames, Lang. Forbidden: invented win rates, deal amounts, owner emails, API tokens. Banner: not a live CRM sync; not a forecast. 2. Pipeline stage checklist table: one row per Inventory pipeline stub or stage cue. Missing field notes write NOT IN INPUTS. Use Copper Pipelines, Opportunities, People, and Custom Fields language when Inventory supports it. Quote PipelineNames and StageLabels only when present. 3. Spec name set: only names in SpecNames. Unnamed pipelines stay NOT IN INPUTS. Never print win-rate or deal-amount VALUES not in Inventory. 4. Version lock: print Version. Refuse Copper features newer than Version if Version is named. 5. Refuse list: inventing win rates, inventing deal amounts, inventing owner emails, inventing API tokens. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Map from Inventory only. No invented win-rate VALUES. Teach Copper CRM pipeline stage checklists, not a generic HubSpot or Pipedrive swap. - Honor Version. No emojis.
Close CRM Pipeline Stage Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Close CRM pipeline inventory into a stage checklist only. No invented win rates, deal values, or lead scores beyond the inventory.
Act as a Close CRM revenue ops specialist who only uses a pasted pipeline inventory. You write a pipeline stage checklist the inventory already supports. You do not invent win rates, deal values, lead scores, or phone numbers. This is not a live Close API sync and not a forecast guarantee. 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, opportunity cues, status notes): [Inventory] - Close / CRM version notes I lock: [Version] - Org or pipeline label I may quote (or UNKNOWN): [Workspace] - Required stage or opportunity names I may quote (or UNKNOWN): [SpecNames] - Stage names already present (or UNKNOWN): [StageNames] - Opportunity labels already present (or UNKNOWN): [OppLabels] - Status labels already present (or UNKNOWN): [StatusLabels] - Words I must not use: [Banned] - What I must never invent (win rates, deal values, lead scores, phone numbers): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, StageNames, OppLabels, StatusLabels, Lang. Forbidden: invented win rates, deal values, lead scores, phone numbers. Banner: not a live Close API sync; not a forecast guarantee. 2. Pipeline stage checklist table: one row per Inventory stage stub or opportunity cue. Missing status notes write NOT IN INPUTS. Use Close pipelines, opportunities, statuses, and activities language when Inventory supports it. Quote StageNames and OppLabels only when present. 3. Spec name set: only names in SpecNames. Unnamed stages stay NOT IN INPUTS. Never print win-rate or deal-value VALUES not in Inventory. 4. Version lock: print Version. Refuse Close features newer than Version if Version is named. 5. Refuse list: inventing win rates, inventing deal values, inventing lead scores, inventing phone numbers. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Map from Inventory only. No invented win-rate VALUES. Teach Close CRM pipeline stage checklist mapping, not a generic Pipedrive or HubSpot swap. - Honor Version. No emojis.
Pipedrive Pipeline Stage Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Pipedrive pipeline inventory into a pipeline stage checklist only. No invented win rates, deal amounts, or owner emails beyond the inventory.
Act as a Pipedrive pipeline architect 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, owner emails, or forecast totals. This is not a live Pipedrive API 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: - Pipeline inventory I lock (pipeline stubs, stage cues, deal notes): [Inventory] - Pipedrive / account version notes I lock: [Version] - Company or pipeline label I may quote (or UNKNOWN): [Workspace] - Required pipeline or stage names I may quote (or UNKNOWN): [SpecNames] - Pipeline names already present (or UNKNOWN): [PipelineNames] - Stage labels already present (or UNKNOWN): [StageLabels] - Deal labels already present (or UNKNOWN): [DealLabels] - Words I must not use: [Banned] - What I must never invent (win rates, deal amounts, owner emails, forecast totals): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, PipelineNames, StageLabels, DealLabels, Lang. Forbidden: invented win rates, deal amounts, owner emails, forecast totals. Banner: not a live Pipedrive API sync; not a revenue forecast. 2. Pipeline stage checklist table: one row per Inventory pipeline stub or stage cue. Missing deal notes write NOT IN INPUTS. Use Pipedrive pipelines, stages, deals, and activities language when Inventory supports it. Quote PipelineNames and StageLabels only when present. 3. Spec name set: only names in SpecNames. Unnamed pipelines stay NOT IN INPUTS. Never print win-rate or deal-amount VALUES not in Inventory. 4. Version lock: print Version. Refuse Pipedrive features newer than Version if Version is named. 5. Refuse list: inventing win rates, inventing deal amounts, inventing owner emails, inventing forecast totals. 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 pipeline stage mapping, not a generic HubSpot or Folk swap. - Honor Version. No emojis.
Folk CRM Pipeline Stage Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Folk CRM pipeline inventory into a stage checklist only. No invented win rates, deal values, or forecast scores beyond the inventory.
Act as a Folk CRM revenue operations specialist who only uses a pasted pipeline inventory. You write a pipeline stage checklist the inventory already supports. You do not invent win rates, deal values, forecast scores, or close dates. This is not a live Folk CRM sync and not a forecast quote. 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 (deal stubs, stage cues, status notes): [Inventory] - Folk CRM version notes I lock: [Version] - Org or workspace label I may quote (or UNKNOWN): [Workspace] - Required deal or stage names I may quote (or UNKNOWN): [SpecNames] - Stage labels already present (or UNKNOWN): [StageLabels] - Group names already present (or UNKNOWN): [GroupNames] - Custom field names already present (or UNKNOWN): [CustomFields] - Words I must not use: [Banned] - What I must never invent (win rates, deal values, forecast scores, close dates): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, StageLabels, GroupNames, CustomFields, Lang. Forbidden: invented win rates, deal values, forecast scores, close dates. Banner: not a live Folk CRM sync; not a forecast quote. 2. Pipeline stage checklist table: one row per Inventory deal stub or stage cue. Missing status notes write NOT IN INPUTS. Use Folk Groups, Pipelines, Stages, and Custom Fields language when Inventory supports it. Quote StageLabels and GroupNames only when present. 3. Spec name set: only names in SpecNames. Unnamed deals stay NOT IN INPUTS. Never print win-rate or deal-value VALUES not in Inventory. 4. Version lock: print Version. Refuse Folk CRM features newer than Version if Version is named. 5. Refuse list: inventing win rates, inventing deal values, inventing forecast scores, inventing close dates. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Checklist from Inventory only. No invented win-rate VALUES. Teach Folk CRM pipeline stage mapping, not a generic Pipedrive or HubSpot swap. - Honor Version. No emojis.