{"id":"revops-crm-field-definitions-table","audience":"revops","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Turn a field list into a 4-row CRM definitions table","free":false,"task":"Make a markdown table with columns Field | Meaning | Updated by | When, with exactly 4 rows for the fields Close date, Next step date, Amount and Forecast category in that order. Use only the definitions in the notes and the latest version of any rule that changed. Every cell is under 12 words. No bold and nothing outside the table.","materialLabel":"CRM field notes (attached to your prompt automatically)","material":"CRM FIELD GUIDE (RevOps), with changes:\n\nClose date: the date the customer is expected to sign. Updated by the AE. Must be updated whenever the date changes, and reviewed every Monday.\n\nNext step date: the date of the next scheduled customer interaction. Updated by the AE after every call. (Old guide: due within 14 days. Changed Oct 2026: must be within 10 days.)\n\nAmount: first-year contract value in USD. Updated by the AE; Deal Desk corrects it after a quote is approved. Excludes one-time implementation fees. (Old guide included implementation fees. Changed Oct 2026.)\n\nForecast category: Commit, Best Case or Pipeline. Updated by the AE; the manager can override on Thursday before the forecast call.\n\nOther fields (not needed): Lead source, Region.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"mistakes":[{"title":"Using the old rules","why":"The AI keeps 14 days and implementation fees.","fix":"Add: \"Use the latest version of any rule that changed.\"","checks":["r1"]},{"title":"Adding extra fields","why":"The AI adds Lead source and Region.","fix":"Add: \"Exactly 4 rows in the listed order.\"","checks":["r0"]},{"title":"Bold headers and long cells","why":"The AI bolds and writes long cells.","fix":"Add: \"No bold, every cell under 12 words.\"","checks":["plainText","maxWords","r2"]}],"promptHints":[{"label":"Names the columns","patterns":["field","meaning","updated by","when"]},{"label":"Lists the four rows","patterns":["close date","next step","amount","forecast category"]},{"label":"Uses the latest rule","patterns":["latest","changed","oct"]},{"label":"Limits cell size","patterns":["under 12","\\d+\\s*words"]},{"label":"Table only","patterns":["nothing outside","no bold","only the table"]}],"hint":"Name the columns and rows, ask for the latest rules and limit cell length.","rubricLabels":["Is a table with columns Field, Meaning, Updated by and When with exactly 4 rows in the order Close date, Next step date, Amount, Forecast category","Next step date says within 10 days (not 14) and Amount excludes one-time implementation fees","Forecast category lists the AE as updater with a manager override on Thursday, every cell is under 12 words, and the table has no bold or text outside it"]}