Outcome. The moment a previously stale deal gets a fresh piece of logged activity, the owner gets a task to capitalize on it right away, so renewed interest does not sit unanswered for days.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-013
flowchart TD
A[Deal flagged stale, new activity logged] --> B[Create re-engagement task]
B --> C[Notify owner]
C --> D[Reset Stale Deal Flag = false]
D --> E[Exit]
When to use it, when not to
- UseUse it alongside deal-hygiene-001, which sets the
Stale Deal Flagproperty this workflow reads. Deploy that fiche first, or the flag this workflow depends on will never get set. - UseUse it when the actual business problem is not "flag stale deals" (deal-hygiene-001 already does that) but "make sure the rep jumps on it the moment it wakes back up."
- SkipDo not use it if you are not also running deal-hygiene-001 or an
equivalent process, without a workflow setting
Stale Deal Flag, this workflow will never enroll a single deal. - SkipDo not stack this on top of deal-hygiene-001's own reset step without checking for duplicate notifications, both workflows react to the same activity event in different ways.
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.2 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.3 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.
