Preflight check
Deals with no contact or company
Deals that aren’t attached to a person, a company, or either.
How Preflight finds it
It reads each deal’s linked people and linked company. On Attio these are built-in fields on every deal. On HubSpot they’re deal associations.
Why it costs you
A deal with no contact has nobody to follow up with. A deal with no company doesn’t show up in the account’s history. And a deal with exactly one contact is one job change away from going dark. Counted and rated, not priced.
What “fixed” looks like
Every open deal has at least one contact and a company at handover. Anything that can’t be matched by rule goes on the exception list.
How it stays fixed
Contact and company can be required at your first pipeline stage.
Related checks
Find out if your CRM has this.
A free, read-only Preflight runs this check and every other one. Your report within 2 business days of access.