Overdue opportunities
Know which opportunities have passed their close date so you can follow up or update their status.
I want to know which opportunities have passed their expected close date so I can follow up or update their status.Follow these steps:1. Check my CRM for all opportunities with a closing date in the past 7 days that are still marked open.2. For each, pull: name, contact, original closing date, days overdue, stage, deal value, last activity date, and open tasks.3. Sort by days overdue with most overdue first.4. Send me a summary email with recommendations to follow up, update the close date, or mark as closed-lost.
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