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Turn a field list into a 4-row CRM definitions table
- For Revenue operations
- You practice Asking for a format you can use
- Time about 5 minutes
- Level Beginner
About this exercise
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.
Common mistakes when you ask AI for this
- Using the old rules. The AI keeps 14 days and implementation fees. Try: Add: "Use the latest version of any rule that changed."
- Adding extra fields. The AI adds Lead source and Region. Try: Add: "Exactly 4 rows in the listed order."
- Bold headers and long cells. The AI bolds and writes long cells. Try: Add: "No bold, every cell under 12 words."
What a strong prompt includes
- Names the columns
- Lists the four rows
- Uses the latest rule
- Limits cell size
- Table only
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