Stale deals closing this month, to each rep

A deal due this month that has gone quiet is the one most likely to slip. This finds them every weekday morning and tells the rep who owns each.

Each rep gets one email with only their own deals, so there is no pipeline report to dig through. Reps with nothing stale hear nothing.

Run every weekday at 08:00.Run every weekday at 08:00.

Open deals closing this month with no activity for 14 daysFind deals. Save it as stale_deals.HubSpot

Stale deals grouped by repGroup the items in stale_deals.results by owner_email and save it as deals_by_rep.

For each rep in deals_by_rep:For each rep in deals_by_rep:

If rep.key isn't blankIf rep.key isn't blank

Yes

Table of this rep's stale dealsMake a table of rep.items Save it as rep_deals_table.

Email the rep their stale dealsSend an email to rep.key. Save it as stale_deals_email. Subject: rep.count of your deals closing this month have had no activity for 14 daysrep_deals_table.htmlGmail

No

No steps