Sales

Opportunities closing soon

Stay on top of opportunities approaching their close date so nothing falls through the cracks.

Schedule
Every Monday at 4:00am

I want to stay on top of opportunities approaching their close date so nothing falls through the cracks. This workflow gives me a weekly view of what needs my attention.

Follow these steps:

1. Check my CRM for all opportunities assigned to me with a closing date that falls within the current week (in the next 7 days).

2. For each opportunity, pull the following information:
   - Opportunity name
   - Contact or company name
   - Closing date
   - Current stage
   - Deal value if available
   - Days until close

3. Check for any open tasks assigned to me related to each opportunity. Include:
   - Task name
   - Due date
   - Task status

4. Check for any recent emails to/from the contacts associated with the opportunity.

5. Sort the opportunities by closing date with the soonest first.

6. Send me a summary email organized with the following information:
   - Total number of opportunities closing this week
   - Total value of opportunities closing this week if available
   - List of opportunities with details for each:
       - Opportunity name
       - Contact/company name
       - Closing date (and days until close)
       - Current stage
       - Deal value
       - Any open tasks related to this opportunity
   - Highlight any opportunities that have overdue tasks or are in early stages despite approaching close date

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