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Find stuck deals by stage in Zoho CRM
The Zoho CRM AI Assistant lists open deals that have stayed in their current stage longer than the number of days you set, with owner and days in stage. Once you approve, it creates a review task for each owner.
Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.
the problem
Deals sit in Negotiation for months and nobody asks why
The pipeline report shows plenty of deals in late stages. Some of them got there in spring and have not moved since. Zoho CRM shows the stage a deal is in now, but not at a glance how long it has been there, so the stuck ones look the same as the ones that moved in last week.
the solution
Set a limit. See who is stuck. Approve the review.
Say how many days in one stage is too long:
Find open deals that have been in their current stage for more than 30 days. Show stage, days in stage and owner. After I confirm, create a review task for each owner.
The assistant reads your open Deals, then reads each deal’s audit timeline (the record of who changed which field and when) to find when Stage last changed. It works through the deals in batches and lists the ones over your limit with deal, stage, days in stage and owner.
Nothing is written until you approve. Then it creates one review task per owner, listing that owner’s stuck deals. Deals and stages are not changed.
- Reads open deals and each deal’s audit timeline.
- Writes review tasks only, and only after you approve.
- Deals with no recorded stage change are listed separately for you to check.
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pricing
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use cases
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- Current use case
Find stuck deals by stage in Zoho CRM
“Find open deals that have been in their current stage for more than 30 days. Show stage, days in stage and owner. After I confirm, create a review task for each owner.”
Find Zoho CRM deals with a past closing date
“Find open deals whose closing date has passed. Show the owner and last activity. After I confirm, create a task for each owner to confirm a new date.”
faq
Frequently Asked Questions
Will it change my deals?
No. It creates review tasks for deal owners, and only after you approve. Stages, amounts and closing dates are not edited.
How does it work out days in stage?
From each deal’s audit timeline: it finds the most recent change to Stage and counts the days since.
What if the stage history is missing?
It depends on stage changes being recorded in the timeline. If a deal never changed stage, was imported, or its history does not reach back to the last stage change, it is listed as "no stage change found" rather than given a guessed number.
Does it work on a large pipeline?
It reads one deal’s timeline at a time and works through them in batches, so a very large pipeline takes a while. You can narrow the request to one stage, one owner or one pipeline.
Can it be wrong?
A deal that is moving in real life but whose stage was never updated looks stuck. Check the list, and talk to the owner before you change anything on the deal.
Will it work on my Zoho CRM edition?
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. This use case has not been checked edition by edition yet, so write to us if you want to check yours first.
Want to ask something?
Write to the team at hello@zsetup.com.