Outcome. A manager gets notified the moment a deal above a set amount threshold is created, so big opportunities get visibility and coaching support from day one instead of surfacing at the next pipeline review.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-010
flowchart TD
A[Deal created, amount above threshold] --> B[Set High Value Deal Flag = true]
B --> C[Add to static list]
C --> D{Manager property known?}
D -->|yes| E[Notify manager]
D -->|no| F[Notify owner: manager field missing]
When to use it, when not to
- UseUse it when leadership wants early visibility on large deals without waiting for a weekly pipeline report.
- UseUse it as a trigger for a manager to join the deal early (call, joint account plan) rather than as a passive log entry.
- SkipDo not set the threshold so low that most deals qualify, the alert stops meaning anything and gets ignored.
- SkipDo not use this as your only high-value tracking if amount can be edited upward after creation, see deal-hygiene-014 for a change-triggered version.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.5 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the deal hygiene pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
