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ActionsFlag Stalled Opportunities

Action

Flag Stalled Opportunities

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atlas
ActionsFlag Stalled Opportunities

Action

Flag Stalled Opportunities

Connected through 9 “chains with” links and 3 “demand-side pain” links.

PendingTools

Structure

Chains with

Action9

Alert Account OwnerSchedule Follow Up TaskScore OpportunitiesNotify Account HolderAccountable CRM — Create Follow-UpUpdate Opportunity StageCreate TaskGenerate Pipeline ReportNotify Sales Rep

Demand side

Demand-side pain

Problems3

'stalled' threshold must vary by sales stage, not a single days-idle cutoffflagging fires on deals legitimately paused by the customer's budget cyclelast-activity signal noisy — logged calls and emails miss real momentum

Supply side

Automates

Processes2

Review existing pipelineManage opportunity pipeline

Related

Related (automated by)2

Review existing pipeline
Manage opportunity pipeline

Composes with9

Alert Account Owner
Schedule Follow Up Task
Score Opportunities
Notify Account Holder
Accountable CRM — Create Follow-Up
Update Opportunity Stage
Create Task
Notify Sales Rep
Generate Pipeline Report

Exposed by2

Salesforce Sales Cloud
Pipeline Watchdog

Problems this exposes3

'stalled' threshold must vary by sales stage, not a single days-idle cutoff
flagging fires on deals legitimately paused by the customer's budget cycle
last-activity signal noisy — logged calls and emails miss real momentum

At a glance

Verb

flag

Inputs

opportunity id
stage
last activity date
stall threshold days

Op Mode

do

Outputs

flagged flag
stalled reason
days inactive
alert id

Exposed By

Salesforce Sales Cloud

Operates On

Opportunity

Composes With

Update Opportunity Stage
Create Follow Up Task
Notify Account Owner

Invoked As Tool

An Agent invokes this exposed action by id (the usesTool edge) with an opportunity id and a stall threshold in days; the handler compares last activity date and stage age against the threshold and writes a stalled flag plus reason back onto the Opportunity record.