Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and method
Define inactivity according to the workflow rather than a universal deadline. A complex purchase may be awaiting an agreed decision while another opportunity has simply been forgotten. Distinguish meaningful interaction, record editing and next action. Changing a label should not artificially reset the clock measuring commercial attention.
Illustrative example
Illustrative example: two opportunities receive no messages for twenty days. One has a purchasing committee scheduled next week; the other has no next step. The review list prioritizes the second and preserves the first one's agreed date rather than indiscriminately sending reminders to both prospective customers.
Acceptance check
Check a justified wait, a forgotten opportunity and a closed one. Review should produce a next action, a reasoned pause or a documented closure. Preserve history and avoid turning every older record into a loss merely to clean up the dashboard without checking what happened with each customer.
Key takeaways
- Review the absence of a next step before interpreting the age of an opportunity as failure.