Reopened Deal Close Date Evidence

Identify old close dates that may remain after a closed deal is reopened. Preparation only, not an account action.

What to provide

Deal stage history, close-date history, current stage, automation settings and buyer commitment evidence.

How it works

1. Match the same deal ID across stage and date history.
2. Find closed-to-open transitions and preserve the previously closed date.
3. Separate retained property value from evidence of a new buyer commitment; clearing behavior depends on settings.
4. Return date-review questions without updating the CRM or promising a close.

The output

deal | reopen_event | retained_close_date | clear_setting | buyer_evidence | stale_date_hold

Worked fictional example

Fictional deal closedSep 30 and reopenedOct 5; Close date remainsSep 30. This is not a new expected close date. Missing clearing-setting evidence blocks an automation diagnosis.

Checks and limits

Keep source versions and original values. Unknowns stay unknown. Use qualified review for regulated, legal or hiring decisions. No live account compatibility test, send, share, schedule, ledger change or payment is authorized.

More sales workflows · How-to guides

Method: reviewed source. Demand lead: Oct 10 live AIS Search Console through Oct 6: marketing Copilot 37 impressions, Planable/Claude 33, Planable/ChatGPT 23, campaign brief 12, investor agent 19. Social-review/reporting topics follow these parent-query leads. Other professions follow documented workflow needs, not measured exact search intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 10, 2026.