crm_assess_pipeline
Audit your active sales pipeline, flagging stalled deals, missing next-steps, and stage-fit mismatches. Returns a prioritized action list for reps and managers.
Instructions
Audit your active sales pipeline. Flags stalled deals, missing next-steps, optimistic close dates, and stage-fit mismatches; returns a prioritised action list for the rep and manager. Args: message: Free-text objective for the action. owner_email: Pipeline owner; empty = whole team. min_amount_usd: Filter to deals above this amount.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| message | No | ||
| owner_email | No | ||
| min_amount_usd | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |