Deal missing line items before close

Outcome. A deal heading into a late stage with no line items gets caught, so the deal amount and the actual products sold line up before the deal closes.

Workflow map Enrollment, branches and actions at a glance deal-hygiene-019

flowchart TD
    A[Deal enters late stage] --> B{Has an associated line item?}
    B -->|yes| C[Set Has Line Items = true, exit]
    B -->|no| D[Create task for owner]
    D --> E[Notify owner]
    E --> F[Delay 2 business days]
    F --> G{Line item added now?}
    G -->|yes| H[Set Has Line Items = true, exit]
    G -->|no| I[Reminder notification]

When to use it, when not to

• UseUse it when deals commonly reach late stages with an Amount typed in manually but no actual line items backing it up, which breaks reporting on products sold.
• UseUse it together with a native required-property-per-stage setting if you want a hard stop, this workflow only detects and nudges.
• SkipDo not use it if your team does not use the Products / line items feature at all and just tracks a flat Amount. This fiche assumes line items are the expected source of the deal amount.
• SkipDo not use it on pipelines where a deal can legitimately close without line items, for instance services scoped outside of Products.