The question

It’s Monday morning and forty things need attention. Which few do I actually do this week?

Every deal, lead and account can make a case for your time. A list that tries to hold all of them doesn’t get worked, and the week fills up with whatever shouted loudest.

Where it sits on the loop

Mostly Pipeline to Won: the open deals that need a next step this week. When there are few or no open deals, the work moves upstream to Working, Engaged and Replied, because that’s where the next deals come from.

It belongs in the Monday planning slot and the weekly 1:1, where a rep and their manager agree what gets done before Friday.

How to think about it

A few actions, each with its evidence and an owner.

Start from the first constraint. If the stage holding the team back is replies, this week’s actions should mostly be about replies. Work that doesn’t touch the constraint can wait.
Keep the list short. Around six things a week per person, sorted so the most urgent and valuable come first. If everything is a priority, nothing is.
Every action names its evidence. “Close date passed on the Acme deal” is an action. “Follow up on pipeline” isn’t.
Every action has an owner and a done state. You should be able to say on Friday whether it happened.
No open deals is a signal, not a quiet week. Without deals, the week’s work is the leads that will become them: replies first, then overdue follow-ups, then what’s due today, then new leads that fit your ideal customer profile.

Common mistakes

The twenty-item list. It feels thorough on Monday and is mostly untouched on Friday, so nobody learns which actions mattered.
Actions with no owner. “Someone should call the economic buyer” means nobody does.
Re-planning mid-week. Rebuilding the list on Wednesday throws away what’s already done and resets the conversation about priorities.

In Summit53

Action Plans turns your open deals, and the lead work that feeds them, into a short ranked list for the week. Tasks you add, meeting follow-ups and value actions sit in the same list. The page has two views, switched with the toggle at the top: My Actions (your plan) and Team Actions (a read-only summary of the other members’ plans).

Getting there

The page is at /crm/weekly-action-plan, in the Deals area.

Deals tab bar: Command Centre, Risk Signals, Action Plans.
Team Actions in the sidebar (leaders only) opens the Team Actions view.
My Engine: View full action plan next to TOP ACTIONS in the Today Rail. See the My Engine guide.
Command Centre: View full action plan on the Top Priority Actions panel.

At the foot of both views, a line reads Revenue-level actions and risk alerts are on the Revenue Engine home. with Open Revenue Engine →.

Weekly Action Plan, Week of (the Monday of the plan’s week) and Generated on (when this week’s plan was built).
Add Task opens the task form (see Tasks).
Refresh Plan rebuilds the generated items now; it reads Refreshing... while it works.

Below the header, Your Top Priority Actions shows how many items are in this week’s plan (N high-priority actions this week; the count includes every item, not only High ones) and a View All Opportunities button. The list itself is headed Prioritized Actions and is sorted by priority score, then urgency, then due date.

How your plan is built

You don’t need to create a plan: if you have none, Summit53 builds one the first time you open the page, and again when you click Refresh Plan or Generate Weekly Plan. A plan holds up to six generated items:

Deal actions come first. Summit53 takes your open opportunities (the 20 largest by amount if you have more), scores each from 0 to 100, and keeps up to six. Each gets a risk, a suggested next step and a due date equal to its close date.
Lead work fills the rest. Whatever slots the deals leave go to acquisition actions (below). With no open deals, all six can be lead work; with four deal actions, up to two.

Tasks you add, rolled-over tasks, meeting follow-ups and value actions don’t take one of the six slots.

Deal actions are scored from a base of 50, with points added or taken away for:

Deal Size: larger amounts score higher.
Close Date: deals closing within 60 days score higher; overdue deals lose a little.
Framework Gaps: weak or missing qualification evidence scores higher.
Contact Freshness: a stale champion or economic buyer scores higher.
Last Activity: the longer since the last activity, the higher the score. It isn’t counted when a deal signal already covers the silence.
Forecast Category: Commit and Best Case deals score higher.
Strategic Deal: opportunities flagged as strategic get a boost.
Deal signals: problems found on the deal in the daily signal snapshot (closing soon with no recent activity, close date passed, no activity for over two weeks, weak qualification on a late-stage deal, or a high-value deal with low health) add 5, 10 or 20 points by severity, up to 25. When a deal has one, its risk line uses that signal’s headline, for example Close date has passed.

High urgency means a score of 75 or more, Medium 40–74 and Low below 40.

Acquisition actions: lead work in the plan

Acquisition actions are the lead work that turns into your next deals. Each one counts a group of your leads and links straight to them. In service order:

Reply to N leads who wrote back (High).
Catch up on N overdue follow-ups (High).
Send N follow-ups due today (Medium).
Put N leads that fit your ICP into a sequence: strong- or good-fit leads that haven’t replied and aren’t in an active or paused sequence (Medium).
Next setup step: <step>, for leaders while Build your engine is unfinished (Medium).
Up to three engine findings for leaders, such as a conversion step below its benchmark (Medium or Low).
Import your first lead list, when you don’t own any leads yet (Medium).

A group with nothing in it never appears. The first three open Leads Focus on that group for your own leads; when the count is one, they open that lead directly.

In the plan, an acquisition row looks a little different:

A teal badge says where the work lives: Leads, Setup or Engine.
The title is the action; the line under it explains it. A row about one lead shows Lead • and the name.
Open → takes you to the work; Complete marks it done.
Expanding it shows Snooze and Skip only. There’s no score breakdown and no Use Prompt.

The same actions appear in two other places: Where your next deals come fromon the Revenue Engine home (in workspaces still building up activity, with the line In the order to work them.), and the TOP ACTIONS list on My Engine (where a rep with no open deals sees No open deals yet — here’s where your next ones come from).

Deal action cards

Title: the opportunity name, or the account or contact name, or General Task when nothing is linked. A Strategic pill marks strategic opportunities.
Type badge: AI for generated deal actions, Manual for tasks, Framework for tasks created from a framework insight.
Urgency (High, Medium or Low) and Priority: with the 0–100 score. Hover the info icon for a short breakdown.
The suggested next step, a short opportunity description, Notes: on tasks, and Risk: when there is one.
A context line: what the action is linked to (Account •, Contact •, Meeting • or General task), Close: and Due: dates, and days since the deal was last touched.

Complete stays visible until the action is done; completed cards turn grey with the title struck through. The chevron expands the card to show Use Prompt (actions linked to an opportunity), Snooze, Skip and a link to the record (View Opportunity, View Account, View Contact or View Meeting), plus Stage:, Amount: and Due Date: where they apply.

Expanded deal actions show Why Priority Score with the Base Score, Total Adjustments, a Needs attention section listing the deal signals behind the score, and Standard Factors with each factor’s points and reason. Use it to see why one deal outranks another.

Some links open the page with one action already selected, such as an action title in My Engine’s Today Rail. The page scrolls to that card, expands it and outlines it in orange.

Your Progress

Completion and Tasks Done: completed actions out of the week’s total. Snoozed and skipped actions count as not done.
N high-priority items: how many actions have High urgency.
Top Priorities: up to three open High-urgency actions, named by their opportunity, lead or other record (or by the action itself when there’s no record).
Upcoming Closes: up to three open actions whose deals close in the next 30 days, with Closing in N days and the amount.
Pro Tips: three short reminders.

View All Opportunities

View All Opportunities swaps the list for All Your Open Opportunities (N opportunities you own), largest first, with the amount, account, Close: date, stage and a button to open each one. Show Priority Actions switches back.

Use Prompt

Expand a deal action and click Use Prompt. It shows Generating prompt... while it drafts.
Review the draft, built from the deal, the account, recent activity and your Knowledge. When Knowledge was used, a Grounded in your Knowledge Base footer links each source.
Pick an Email Tone (Professional, Casual, Formal, Technical or Direct) to redraft it.
Click Copy to Clipboard (it shows Copied!), then paste, edit and send it from your own email. Nothing is sent for you.

Team Actions

Team Action Plans shows the latest plan of each other member of your organisation. It’s read-only. Acquisition rows count towards the totals.

Tiles: Team Members, Avg Completion, Success Rate, Total Actions, At-Risk Deals (High-urgency actions linked to an opportunity) and Missed Actions (open actions on plans more than a week old).
Search team members..., the All Members / At Risk / On Track filter, Sort by Completion, Sort by Risk or Sort by Name, Export (a JSON file) and Refresh.
Member cards show Progress, Tasks, Urgent, At Risk and Week of, with a red, orange or green edge. View Details lists the member’s opportunities and At-Risk Opportunities (Addressed or Pending).

Tasks

Add Task on this page: Task Description (required), Urgency, a 0–100 Priority, an optional Due Date and Notes, then Create Task. It appears as a Manual General Task.
An opportunity’s Activity tab: choose the Task pill, set Due and Urgency, then Add task. The task is linked to the opportunity. See the opportunity detail guide.
Field guide action cards (for example in the Flow field guide) have Add Task (“Add to action plan”), which then reads Added.
Meetings: Add follow-up on a meeting, then Add to plan. You’ll see Follow-up added to your action plan. and Open action.
Value & Impact assessments can add Value recovery and Expansion handoff actions to the owner’s plan. See the Value & Impact guide.

Complete, Snooze and Skip are the only changes you can make. You can’t edit, delete or reopen an action; if a task is wrong, skip it and add a new one.

When next week’s plan is built, manual and framework tasks still Pending in last week’s plan are copied in once, with [Rolled over] added to their notes. Generated deal actions and acquisition actions never roll over; the new plan gets fresh ones.

Loading, empty and error states

Loading weekly action plan... while your plan loads.
No Weekly Action Plan Found when the plan has no actions, with Generate Weekly Plan (Generating Plan...).
Error banners: Failed to refresh your weekly action plan. Please try again., Failed to update action item. Please try again., Failed to load all opportunities., Failed to load prompt template. Please try again. and Failed to regenerate prompt with the selected tone.
Team Actions: Loading team action plans..., No team members match your filters., No team action plans found for the selected week. and You do not have permission to view team action plans.

When the data is thin

Whose data. My Actions is your own plan: your open deals and your own leads. Leaders also get setup and engine actions. Team Actions shows other members’ latest plans, read-only.
As of when. A plan is a snapshot from Generated on. The counts in acquisition titles are frozen then: Reply to 3 leads stays three even after you reply. Leads Focus and the home panel are live.
Refresh replaces, not adds. Refresh Plan rewrites every generated deal and acquisition action, including ones you’ve completed. Tasks you added are kept.
Scores are rules, not judgement. The priority score adds up the factors listed above from your own data. Deal signals come from the daily snapshot, so a deal fixed this morning can still carry yesterday’s signal until the next one.
No open deals. The plan fills with lead work instead of going empty. If you also own no leads, the one action is Import your first lead list.
Nothing is sent for you. Use Prompt drafts; you send. Completing an action only updates the plan.

Do it this week

A four-row Monday page works with any tool:

Write four rows: today, this week, this month, this quarter.
In each row, write no more than three actions.
For each action, write the evidence (the record and what’s wrong) and one owner’s name.
Check that at least one of this week’s actions works on your first constraint.
On Friday, tick what happened and carry over only what still matters.

Troubleshooting

My plan shows lead work but no deal actions. You own no open opportunities, so the plan is filled with acquisition actions. Check the opportunity owner in your CRM if that’s wrong.
A completed action is open again. Refresh Plan replaces every generated action for the week. Refresh before you start working through the list, not part-way through.
The number in an acquisition action is out of date. It was counted when the plan was built. Click Open → to see the live list, or refresh the plan.
There’s no Use Prompt button. It only appears on expanded deal actions that aren’t completed. Acquisition rows don’t have it.
I can’t see Add Task. The header isn’t shown on the empty plan screen. Add a task from an opportunity’s Activity tab or a meeting instead.
A task I added is missing from this week. Only tasks still Pending last week carry over.
A teammate is missing from Team Actions. They need a plan; ask them to open Action Plans once. Also clear any search or filter.

Action Plans: what to work on this week