Prompts for sales teams

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 Engage to draft a four-step outreach sequence for [target audience]. Write each step, set the delays, check the sending and contactability policy, and show me the sequence for approval. Do not enroll anyone or send any message.

Use Topolo Sign to list every envelope that is still waiting for a signature. Show who has not signed, how long it has been waiting and which ones should be reminded or reissued. Do not send anything.

Use Topolo Forms to read the submissions to [form name] over the last 30 days. Group them by what people want, count each group and point out the three most useful verbatim comments. Do not include personal details in the summary.

Use Topolo Calendar to create a 30-minute meeting type called [name], available [days and hours] in my time zone with a 10-minute buffer. Show me the availability you will set and the booking link before saving.

Use Topolo Mail to write follow-ups for the people I met this week: [names]. Personalize each from the thread history and schedule them for [day and time]. Show me the schedule before creating it.