CoFoldersBest for
Find stale opportunities, missing next steps and deals that need attention.
What you need
A pipeline export, account updates and stage definitions.
Put the relevant sources in a Folder you can access. Connected sources and automation depend on your workspace configuration.
Starter prompt
Analyze the pipeline data available in this Folder. Group opportunities by stage, identify stale updates and missing next steps, and compare totals with the source. Explain data gaps. Recommend which accounts need attention without changing stages or contacting customers.
Copy the prompt, open your Folder in CoFolders and paste it into chat. Review the sources before starting.
What to expect
A source-backed opportunity review with questions and proposed actions.
Make it your own
- Bring in your context
A pipeline export, account updates and stage definitions.
- Start in the right Folder
Use the starter prompt and add your period, audience and desired format. Tell CoFolders which sources matter.
- Review and continue
A source-backed opportunity review with questions and proposed actions. Check source links and missing information, then approve any changes or schedule separately.