The four heights
The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.
Execute — do the immediate task
+Build a list view that surfaces open opportunities for the west region. Create a list view named…
Execute — do the immediate task
+Build a list view that surfaces open opportunities for the west region. Create a list view named West — Open Opps showing Opportunity Name, Stage, Amount, Close Date, and Owner, filtered where Region equals West and Stage not equal Closed Lost and Stage not equal Closed Won. Make it visible to the West sales team and set default sort by Close Date ascending.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Improve — make it easier to accept
+Before I publish the West — Open Opps list, make it actionable: move Amount and Close Date to the…
Improve — make it easier to accept
+Before I publish the West — Open Opps list, make it actionable: move Amount and Close Date to the left, add a filter shortcut for Stage equals Negotiation and Stage equals Proposal, and flag deals with Amount over $50,000. Also add an inline action link to open the latest quote so reps can update status quickly.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Decide — diagnose the stuck moment
+I created West — Open Opps but it returns zero rows even though reps report active deals. I think…
Decide — diagnose the stuck moment
+List view shows zero rows for West
I created West — Open Opps but it returns zero rows even though reps report active deals. I think it's a region-mapping or owner-team filter problem and I'm unsure which filter broke. Reps need visibility by EOD. What's the likely cause and the fastest check to restore the list view for them?
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Become — change the pattern
+Every week reps ask me to create a new list view for slightly different slices of open…
Become — change the pattern
+Reps ask for new list views weekly
Every week reps ask me to create a new list view for slightly different slices of open opportunities, and I end up with dozens that nobody standardizes. This fragments forecasting and wastes my time. What habit or governance rule should I introduce so reps use a small set of standardized, reusable views?
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Next to this one
Other CRM work people do in Salesforce.
Add products and pricing to opportunityAdd validation rules to enforce dataApprove discount or price exceptionsAttach signed contracts to opportunityAudit field history and activity logsCleanse data with validation rulesConfigure assignment rules for leadsConvert lead to contact and accountCreate and assign tasks to repsCreate and manage renewal opportunities
Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map
Same library, five ways in.