Outcome. A deal manually moved out of Closed Lost back into an open stage gets its lost-reason fields cleared and a re-qualification task created automatically, so a reopened deal does not carry stale loss data into a fresh sales cycle.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-033
flowchart TD
A[Deal stage changes to an open stage, loss reason previously populated] --> B[Clear Closed Lost Reason]
B --> C[Clear Competitor]
C --> D[Create re-qualification task for owner]
D --> E[Notify manager of the reactivation]
When to use it, when not to
- UseUse it when reps sometimes reopen a lost deal instead of creating a new one, for example when a prospect who said no comes back a few months later.
- UseUse it to reset the record cleanly, not to decide whether reopening was the right call, that judgment stays with the rep and manager.
- SkipDo not use it if your team's policy is to always create a brand-new deal for a returning prospect and never reopen a Closed Lost record. In that case this fiche does not apply, build deal-hygiene-024's follow-up task instead.
- SkipDo not use it as a substitute for actually re-qualifying the opportunity, the task this fiche creates is a reminder, not a qualification checklist by itself.
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.4 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.
