Find stuck deals in the CRM and follow up
Two hundred open deals in the pipeline, and half have not moved in a month. The agent lists the forgotten ones per manager, with amount and last contact.
Easy · 10 min · once a week
What you get
Ivanov — 6 deals untouched for over 14 days Romashka LLC, 780,000 ₽, "Contract", silent 23 days Sergeev, 120,000 ₽, "Proposal sent", 17 days Petrova — 4 deals, 1.2m ₽ together No owner — 3 deals left by a manager who resigned Flagged: 5 deals where the talking happened outside CRM
A sample on made-up data — your numbers will be your own.
Who it fits
- The pipeline has bloated and nobody can say any more which of the open deals are alive.
- A manager left and their deals stayed behind with no owner and not a single task on them.
When it won't work
Calls and meetings never get logged in CRM — activity will look like zero for everyone.
How the agent does it
Set the threshold
It depends on your cycle: a week is enough for a short pipeline, a month is fine for project sales. Mark the active pipelines so archived ones stay off the list.
Assemble the list
The agent walks the open deals and tells a real contact from a technical field edit. What it finds is grouped by manager.
Sanity-check it
This list reaches managers as a complaint. It must not contain deals that were being worked in a messenger.
What you set
Bitrix24. From you: how many days of silence make a deal forgotten, and which pipelines we look at so archived ones stay out.
What you'll need
Starter prompt
Copy the prompt or open it straight in a chat with the agent.
Find open deals in Bitrix24 that have no active task or no activity for longer than [N] days, across pipelines [list of pipelines]. For each: amount, stage, owner, date and type of the last contact, date of the nearest task, if there is one. Count as contact only real activity — a call, an email, a meeting, a comment. Don't count a stage change or an automatic field update as contact and don't use it as a sign that the deal is alive. Group by manager, and within that by amount. Separately pull out deals with no owner and deals whose close date has already passed. At the end — how many deals in total and for what amount are stuck.
Open in chatCheck the list of forgotten deals. List: — deals that got on the list because the communication happened in a messenger and never reached CRM; — deals at stages where a long pause is normal — approval, tender, awaiting payment; — deals with no owner and how you worked out whose they are; — deals that are effectively lost and just sit open — they need closing, not chasing; — which field changes you decided not to count as activity. Don't change statuses and owners: collect a separate "I suggest closing" and "I suggest reassigning" list.
A second prompt — the agent uses it to review its own work and show what's left for you.