Executive review task for large deals nearing close

Outcome. A large deal closing soon automatically gets routed to the appropriate sales leader through the team hierarchy, without anyone maintaining a manual list of who reviews what.

Workflow map Enrollment, branches and actions at a glance deal-hygiene-035

flowchart TD
    A[Large deal, close date within 10 business days, not yet flagged] --> B[Set Executive Review Flag = true]
    B --> C[Notify sales leader via team hierarchy]
    C --> D[Create review task for owner]
    D --> E{Close date later pushed out of window?}
    E -->|yes| F[Reset Executive Review Flag = false]
    E -->|no| G[No further action]

When to use it, when not to

• UseUse it once deal-hygiene-010 (high-value alert on creation) is already running, this fiche is its late-funnel counterpart, focused on deals near close rather than deals just opened.
• UseUse it if your portal has nested Teams set up (a rep's team rolls up to a manager's team, which rolls up further), so a notification can reach "whoever leads this rep's team" without a per-deal manual field.
• SkipDo not use it on Sales Hub Professional expecting the same routing. Nested team hierarchies beyond a flat owner-and-team structure require Enterprise, on Professional use deal-hygiene-010's flat Manager property pattern instead. Teams come with Professional and Enterprise, and nested teams require Enterprise (https://knowledge.hubspot.com/user-management/create-and-manage-teams).
• SkipDo not use it if the amount and close-date proximity thresholds have not been agreed with sales leadership, this fiche enforces a policy, it does not set one.