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 and either move them forward or update their status. This workflow highlights deals that need attention.
Follow these steps:
1. Check my CRM for all opportunities assigned to me that have a closing date in the past 7 days and are still marked as open (not closed).
2. For each overdue opportunity, pull the following information:
- Opportunity name
- Contact or company name
- Original closing date
- Days overdue
- Current stage
- Deal value if available
- Date of last activity (last email, meeting, call, or note logged)
3. Check for any open tasks assigned to me related to each opportunity. Include:
- Task name
- Due date
- Task status
4. Sort the opportunities by how many days overdue, with the most overdue first.
5. Send me a summary email organized with the following information:
- Total number of overdue opportunities
- Total value of overdue opportunities if available
- List of opportunities with details for each:
- Opportunity name
- Contact/company name
- Original closing date
- Days overdue
- Current stage
- Deal value
- Last activity date
- Any open tasks related to this opportunity
- Recommendation to either follow up to close, update the closing date, or mark as closed-lost if appropriate
Have questions or want to see a demo?
Create a custom workflow
Every team works differently. If you don’t see a workflow that fits your flow, Quin can help. Describe what you want to happen, and Quin will turn it into a ready-to-run workflow.
