Missing deal description flag at negotiation stage

Outcome. A deal reaching Negotiation with a blank description gets a task for the owner to fill it in, so anyone picking up the deal later, including a manager reviewing forecast or a rep covering for absence, has context instead of a blank field.

Workflow map Enrollment, branches and actions at a glance deal-hygiene-036

flowchart TD
    A[Deal enters Negotiation, description blank] --> B[Create task for owner]
    B --> C[Notify owner]
    C --> D[Delay 3 business days]
    D --> E{Description still blank?}
    E -->|yes| F[Send reminder notification]
    E -->|no| G[Exit, description was filled in]

When to use it, when not to

• UseUse it once a deal is far enough along that "what is this deal actually about" should be answered in a sentence or two, not still unclear.
• UseUse it as a light nudge, not a hard gate, unless paired with the native required-property-per-stage setting.
• SkipDo not use it at earlier stages where the description genuinely may not be settled yet, for example right after a deal is created from a form submission.
• SkipDo not use it if your team already fills in the description automatically from a call transcript or deal-creation template, check the actual field population rate before assuming this gap exists.