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Simply copy the prompt text by clicking the 'Copy Prompt' button, then paste it into your AI tool (ChatGPT, Claude, Gemini, etc.). You can customize any variables or placeholders to match your specific needs before submitting.

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This prompt is compatible with all major AI models including ChatGPT (GPT-3.5, GPT-4), Claude (Anthropic), Google Gemini, Perplexity, and other language models. The prompt structure is universal and works across platforms.

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SALES

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AI Prompt for

CRM pipeline management strategy

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Optimize sales pipeline in CRM (Salesforce, HubSpot). Best practices: 1. Define clear stage criteria (qualification, demo, proposal, negotiation, closed). 2. Set expected close dates and deal values. 3. Track activities (calls, emails, meetings). 4. Automate follow-up reminders. 5. Forecast revenue by stage probability. 6. Identify bottlenecks and drop-off points. 7. Regular pipeline reviews (weekly). Maintain data hygiene. Archive stale deals. Focus on high-value, high-probability opportunities. Target 3x pipeline coverage.

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