Use “Close lead activity brief” in Recued. It provides a read-only Close lead activity workflow.

How it works 14 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (14 steps)

■ lead ?

■ contacts_raw ?

■ opportunities_raw ?

■ tasks_raw ?

■ notes_raw ?

■ defaults defaults

Apply defaults

■ contact_count count

Count items in contacts

■ opportunity_count count

Count items in opportunities

■ task_count count

Count items in tasks

■ note_count count

Count items in notes

■ summarize ?

■ opportunity_table to_table

Format results as a data table

■ task_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 5 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

close setting =

focus setting = Summarize this Close lead's status, contacts, active opportunities, open tasks, recent notes, risk signals, and recommended next action. Use only Close data.

lead id setting = [object Object]

row limit setting = 20

max length setting = 900