Overdue close date notification

Outcome. Reps and managers get notified as soon as a deal's close date has passed while the deal is still open, so forecast dates stay realistic instead of quietly drifting into the past.

flowchart TD
    A[Deal enrolls: open stage, close date in the past] --> B[Set alert sent flag = true]
    B --> C[Notify owner]
    C --> D[Create task: update close date or stage]
    D --> E[Delay 3 business days]
    E --> F{Still overdue?}
    F -->|yes| G[Notify manager - escalation]
    F -->|no| H[Reset alert flag = false, exit]

When to use it / when not to

• Use it when forecast reports show a growing pile of deals with close dates in the past.
• Use it to force a conscious decision on every overdue deal: push the date, or move the stage.
• Do not use it right after a bulk import or migration without first checking the default close date HubSpot assigned to imported deals, or you will trigger a mass false-positive alert wave.
• Do not use it as your only close-date control if you also need close-date-push tracking. Pair it with deal-hygiene-026 if reps habitually push dates instead of fixing them.