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Use the management action report

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Setup

Open CRM -> Reports -> Management Action.

It lists four action queues using your tenant thresholds (Settings -> Report thresholds):

  1. Closing this month - open sales opportunities with an expected close date in the current month.
  2. Stale quotations - quote-stage opportunities older than your warn/critical days (defaults 14 / 30).
  3. Cold customers - customers with open opportunities and no logged sales activity for your cold-contact days (default 14). Any logged activity counts (call, meeting, email, note, WhatsApp).
  4. Big deals - open opportunities at or above your management deal value (default R100,000).

Pipeline and Fulfilment reports still show stage totals; expand a stage for customer/deal detail (expected close / due date, last contact, overdue). Fulfilment overdue uses the opportunity expected close date as the due date.

To email it: enable the Management Action report in report schedules (same as other hub reports). The system generates the file and attaches it - no separate digest product.