How do you create an alert for stalled sales opportunities?
Created with AI.
Agreements that sit idle are the quietest source of lost sales. A simple reminder catches most of them.
- 5 steps
- Total time: 50 min
- Preparation: 20 min
- Result: Notifications that catch appointments before they are forgotten
Required tools
- Power Automate — Access through Dynamics 365.
- Clarified threshold — How many days without activity is too many?
Define and build
1.Agree on what it means to be stuck
Thirty days without any recorded activity is a common starting point. If you have long sales cycles, set it higher. A threshold that affects half the pipeline will be ignored.
2.Create a scheduled flow
A flow that runs weekly and identifies active sales opportunities with no activity in the past X days. Weekly is enough—daily notifications about the same thing become noise.
3.Bring enough to shop
Customer, value, last contact date, and direct link. Without the link, you lose most people on the second click.
Follow up
4.Also create a view for sales management
The alert reaches the salesperson. The sales manager needs a consolidated overview for the review. Same criterion, different format.
5.Check whether it works after a month
Did the alerts lead to action, or were they dismissed? If the latter, the threshold is wrong or the list is too long.
Discussion
Ask a question or share what helped you.
