Pipeline hygiene

Spot stalled sequences before they cost you

Sequences that stopped, deals that went quiet, and contacts still being emailed after they replied.

By Unify Documentation reviewed September 15, 2026

The conversation

Sample accounts and numbers, for illustration

YouShow me open opportunities with no activity in 14 days, sequences that stopped midway, and contacts still receiving email after they replied.

Unify

3 checks · CRM and connected mailbox

Compared open opportunity activity with the last email and task dates.
Checked sequence progress against scheduled next steps.
Matched incoming replies to contacts still marked active in a sequence.

There are three different problems to handle. A reply still in an active sequence needs attention first; a quiet opportunity needs context before another message.

7
open opportunities quiet for 14 days: 3
sequences stopped midway: 2
people replied and are still being emailed

Account	What stopped	Last activity	Suggested action
Northwind Labs	Replied, but still in an active sequence	Reply yesterday	Pause scheduled outreach
Merridian Systems	Evaluation has no next task	18 days ago	Read the last thread with the owner
Calderon Health IT	Sequence stopped after step 2	16 days ago	Check the failed send before restarting

YouRead the last conversation on each. Tell me what to do without sending anything.

Unify

Northwind asked for a security document. Merridian asked us to reconnect next month. Calderon’s next step failed because the contact address bounced.

Fix today2

Northwind Labs

Pause the remaining steps and prepare a task for the owner to share the approved security document.

Another generic follow-up would ignore the reply

Calderon Health IT

Keep the sequence paused. Verify the address or pick another contact before retrying the failed step.

The email bounced

Wait, on purpose1

Merridian Systems

Create a reminder for the month they asked for. The quiet period is not permission to restart outbound.

Reconnect in October

YouPut those changes in a review queue with an owner and a reason for each.

Unify

Here is the proposed action queue. No messages have been sent and no records have been changed.

Account	Owner	Proposed change	Reason
Northwind Labs	Account owner	Pause sequence; add document task	Prospect already replied
Merridian Systems	Opportunity owner	Add reminder for agreed timing	Prospect requested a later conversation
Calderon Health IT	Sequence owner	Add contact verification task	Email address bounced

Review the owner assignments and reminder date before applying the changes.

Catching what stopped, with and without Unify

None of this is new information. It is information nobody had time to go looking for.

Without Unify	With Unify
A deal going quiet is noticed at the forecast review, once it is already at risk	Two weeks of silence in the stage where deals usually die is flagged as it happens
Someone who replied keeps receiving the rest of the sequence	Contacts who replied are found before the next email in the sequence sends
Finding any of it means pulling two reports and reconciling them by hand	The CRM and the mailbox are read together, so there is one list rather than two
The output is a report, and acting on it is a separate job in another tool	Each row arrives with the action that fits it: reassign, pause, or re-engage

Start from this prompt

Make it your own in Unify, then review the results.

Starting promptEdit in Unify

Show me open opportunities with no activity in the last 14 days, sequences that stopped mid-way, and anyone still receiving email after they replied.

Try in Unify

What else you can ask for

The walkthrough is one path through this workflow. These are the turns people take most often.

Catch engaged accounts with no follow-up or ownerShow me accounts that are getting engagement but have no follow-up task or ownerTry in Unify

How it changes by who you sell to

Software: High volumes mean small errors repeat quickly. Ask for anyone still receiving email after a reply first, since that is the mistake that reaches the most people.
Financial services: A contact emailed after opting out is a compliance problem, not an annoyance. Ask for opt-outs still in a sequence as their own list, and have those paused before anything else is reviewed.
Professional services: Fewer accounts, so each mistake is more visible. Ask for stalls at the account level with the partner named, and review the list yourself before anything restarts.
Manufacturing: Long cycles hide stalls for months unless you look. Ask for opportunities with no activity in 30 days rather than 14, and for the plant contact on each.
Healthcare: Quiet periods around procurement freezes are not stalls. Ask Unify to check the system's fiscal calendar and to leave deals inside a freeze out of the list.
Retail and e-commerce: Deals go quiet in peak season and return. Ask for sequences to be paused, not re-engaged, for any retail account between October and January.