Outcome. Any open deal missing an associated company gets flagged, so account-level reporting and rollups do not silently miss it.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-017
flowchart TD
A[Deal enrolls: open, no associated company] --> B[Set Missing Associated Company Flag = true]
B --> C[Create task for owner]
C --> D[Notify owner]
D --> E[Delay 2 business days]
E --> F{Company associated now?}
F -->|yes| G[Reset flag, exit]
F -->|no| H[Reminder notification]
When to use it, when not to
- UseUse it when deals get created without a company attached: bulk import, API-created deals, or a deal built from a contact that itself has no company.
- UseUse it alongside deal-hygiene-016, both fiches share the same association-check structure, one for contact, one for company.
- SkipDo not use it on pipelines where a deal legitimately has no company, for instance an individual consumer product line with no B2B account structure.
- SkipDo not use this fiche as a substitute for company-deduplication work. A deal with the wrong company attached passes this check just as well as one with the right company.
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.3 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.7 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.
