Prompts for Topolo CRM

Use Topolo CRM to prepare a brief for my call with [company name]. Pull the company record, the people we know there, recent notes and interactions, open deals and open tasks. Summarize the relationship in five lines, list what is unresolved, and suggest three useful questions. Say clearly where the record has gaps.

Use Topolo CRM to log this call on the [company name] deal: [paste your notes]. Save a clean note, record the interaction, and tell me whether the notes justify moving the deal to a different stage. Only move the stage after I confirm. Create one follow-up task with a suggested date.

Use Topolo CRM to review opportunities in our active sales pipeline. Prioritize deals using their stage, last activity and recorded next step. Create follow-up tasks with suggested owners and dates, and draft personalized messages using each record’s actual context. Flag missing information instead of inventing it. Return links to the updated records and a concise list of recommended next actions for review.

Use Topolo CRM to review our open pipeline for this week. Show the deals by stage with value, owner and last activity. Highlight the five deals most likely to close and the five most at risk, and give the reason for each from the record itself. Do not change any records. End with three questions I should ask the team in our pipeline meeting.

Use Topolo CRM to find open deals with no logged interaction in the last 30 days. For each one show the company, stage, value and last contact. Create a follow-up task for the deal owner with a due date this week, and list anything you could not check. Show me the full list of tasks before you create them.

Use Topolo CRM to import the lead list I am attaching. First show the import template and a preview, then report how many rows are new, how many look like duplicates of existing contacts, and which rows have missing or invalid fields. Do not run the import until I approve the preview.

Use Topolo Forms and CRM to set up an inquiry intake process for our product-design consultancy. Collect name, work email, company and a short project brief, including the information needed to qualify teams preparing to improve an existing digital product. Reuse an existing suitable form and CRM pipeline where available. Configure the supported native handoff to create or update the customer record and assign a follow-up task to the current sales owner. Check field mappings and duplicate handling, then show the form preview, CRM destination and any activation steps requiring approval.

Use Topolo CRM to review our current lead routing rules and propose a new rule that assigns inbound leads by [region or company size] to the right sales owner. Show the existing rules first, explain any overlap or gap, and prepare the new rule for my approval before creating it.

Use Topolo CRM and Docs to review the deals we closed, won or lost, in the last quarter. Compare stage history, deal size and time to close. Write a one-page win and loss review with the patterns you can actually support from the records, mark what is guesswork, and save it in Docs. Return the link.

Use Topolo Success to list our customer accounts and their health. For any account marked at risk, check the matching CRM record for recent activity, then create a playbook task for the account owner with the reason. Show me the list before creating tasks.