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Deal Amount and Stage

These insights extract sales opportunity details from conversations: - Deal Dollar Amount (if discussed) - Lead/Deal Stage (e.g., Discovery, Proposal, Negotiation)

  • Deal Amount: numeric (currency) + optional explanation
  • Deal Stage: dropdown (controlled stages)

Recommendation: Store deal amount as a numeric field in your tenant's base currency. Include an explanation describing the extracted amount and context (e.g., "Customer mentioned a budget of $50,000 for the project").

Configuration overview

  1. Create Custom Fields for Amount and Stage
  2. Enable or create AI Task
  3. Apply sales-only filters
  4. Validate for extraction accuracy (amounts can be tricky)

Prompt recommendations

  • Extract amount only if explicitly mentioned; otherwise return Unknown/null (as allowed)
  • For stage, require selection only from allowed list
  • Provide explanations referencing evidence