Outcome. A deal that jumps more than one stage forward in a single move gets flagged, so pipeline reports stop assuming every deal actually passed through discovery, demo, and proposal.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-032
flowchart TD
A[Deal stage changes] --> B{Previous Stage Snapshot unknown?}
B -->|yes| C[Set snapshot to current stage, exit]
B -->|no| D{Snapshot to current stage skips one or more stages?}
D -->|yes| E[Set Stage Skip Flag = true]
D -->|no| F[Set Stage Skip Flag = false]
E --> G[Update Previous Stage Snapshot to current stage]
F --> G
When to use it, when not to
- UseUse it when reps sometimes drag a deal straight to Negotiation or Closed Won to save time, skipping the stages that are supposed to capture qualification data along the way.
- UseUse it to catch data-entry shortcuts, not to block them, this fiche flags after the fact, it does not stop the stage change.
- SkipDo not use it on a pipeline with only two or three stages, a jump is barely meaningful when there is nothing to skip.
- SkipDo not treat every flagged deal as a problem. A deal correctly re-qualified after being restarted, or an inbound deal that genuinely closes fast, can legitimately skip stages.
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.6 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.
