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Deal Amount Validator (any CRM)

by recued-core v2 31 views

Use “Deal Amount Validator (any CRM)” in Recued. Validates deal amount against stage-specific ranges and renders a health checklist.

How it works 9 steps

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

Process (9 steps)
◆ deal core.crm.deal.read
Read crm deal
■ stage_min switch
Map deal stage to one of: proposal, prospect, qualified, negotiation
■ stage_max switch
Map deal stage to one of: proposal, prospect, qualified, negotiation
■ amount_below_min compare
Check if deal amount is less than stage min
skip: step.deal.amount is_null
■ amount_above_max compare
Check if deal amount is greater than stage max
skip: step.deal.amount is_null
■ amount_out_of_range any
Check if any of the conditions are true
skip: step.deal.amount is_null
■ range_dir switch
Map amount below min to one of: true, false
skip: step.deal.amount is_null
■ range_message template
Generate text from a template
skip: step.deal.amount is_null
■ validation_checklist to_checklist
Format results as an actionable checklist
▼
Output
checklist validation_checklist

Uses (1 operation)

Pack operation Read crm deal core.crm.deal.read

About

Tags

dealvalidationcrmpipeline

Details

9 steps recipe_id: validate-deal-amount-crm