Run a Weekly Stale Deal Sweep

Pick one day a week and have the bot sweep the pipeline for stale deals. Write the rule down first so the bot does not guess: for example, an open opportunity with no logged activity in a set number of days, or a close date that is already in the past. Pick the number that fits your sales cycle.

The bot hands back a list with the record link, owner, last activity, and a one line suggested next step for each deal. The owner decides whether to update it, push it, or close it. The bot does not change stages on its own. The CRM Hygiene Bot role covers the broader cleanup job.

This tip backs Using Your Bot to Mine Your CRM. Browse the rest in BotStaffer Tips.