Deals owned by someone who’s left

Preflight reads your list of users. On HubSpot that’s the owner list, including archived owners. On Attio it’s the workspace members and their status. It then flags open deals owned by anyone who’s no longer active. This uses the same read-only access Preflight already has.

Worse than an empty owner field. The deal looks covered, so nobody asks about it. The report prices it exactly like an unowned deal: $65 per deal per year in follow-up time, plus 15% of its open value as pipeline at risk.

Every open deal has an active owner, checked by script at handover. If you want deals reassigned automatically when someone is deactivated, name it at kickoff and we’ll build and test it.

The reassignment automation, if you choose it, runs without us.