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Sales ReadinessCRM Auditor

Prototype viewUpdates simulate saving to the correct Deal or Account field in Zoho CRM.

Good afternoon, David

Here is what needs attention before your deals move forward.

DS

David Stone

Sales

12

Deals in this view

7

Need attention

18

Missing required fields

5

Ready for handoff

Showing all sales records

Account / Deal	Stage	Readiness	Missing	Next action

Required information

How this would work: Save a missing value here, and the finished product would write it to the correct Deal or Account field in Zoho. The readiness check would then refresh automatically.

CRM sync: simulated in prototype

Field saved. Readiness recalculated.