Pipeline Scan

Find stalled, no-response, and invalid-contact records before revenue leaks out of the pipeline.

5 min readUpdated June 2026

What it scans

  • No recent activity.
  • No next step.
  • Overdue tasks.
  • Invalid or missing contact fields.
  • Deals stuck in one stage too long.
Video walkthrough placeholder showing Pipeline Scan configuration, scan results, stale records, invalid contact warnings, and recommended actions.
Video: Use Pipeline Scan
Video walkthrough placeholder showing Pipeline Scan configuration, scan results, stale records, invalid contact warnings, and recommended actions.
Pipeline Scan configuration with pipeline scope, stale threshold, missing next-step rule, invalid contact checks, and run button.
Pipeline Scan configuration with pipeline scope, stale threshold, missing next-step rule, invalid contact checks, and run button.

Act on results

  • Assign owners to unowned records.
  • Create follow-up tasks.
  • Enroll eligible records in cadences.
  • Fix missing email or phone fields.
  • Escalate high-value stalled deals.
Pipeline Scan results table showing stalled records, reason, owner, suggested action, and approval status.
Pipeline Scan results table showing stalled records, reason, owner, suggested action, and approval status.

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

Start freeEmail support