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Worlds / Sales and crm / Pipedrive

Pipedrive world

A local Pipedrive with deals, pipelines, stages, persons, organizations and activities. Test the agent that moves deals, schedules activities and marks deals won or lost with a reason.

DealsStagesActivitiesPersonsLost Reasons
Book a demo
Pipedrive · Pipeline · SalesIllustrative

Contact Made 2

#211Moss & Co$9,000 · call done today
#212Park Dental$3,500 · no activity

Demo Scheduled 1

#213Kim Park LLC$15,000 · demo Tue 14:00

Proposal Made 2

#214Ortiz Labs$40,000 · asked for 2 weeks
#215Lee Holdings$6,000 · chose to wait a year

Lost 0

fig. 1 · illustrative replica · the agent's changes land as you scroll

What's in this world

What you get when you open Pipedrive. Seeded, local, yours to break.

Seeded records

deals
30 open, won and lost in two pipelines
persons
50 linked to 15 organizations
activities
40 calls, meetings and tasks, some overdue
stages
Qualified, Contact Made, Demo Scheduled, Proposal Made, Negotiations Started
lost reasons
Price, Timing, Went with competitor, No budget

Agent jobs you can test

  1. Move a deal to the next stage after a call
  2. Schedule the follow up activity on the deal
  3. Mark a deal lost with the right lost reason

What your agent can get wrong here

The reply sounds right. The record is what counts.

ActionWhat the world recordsCommon mistake
Mark a deal loststatus lost and lost_reasonMarks a deal lost when the buyer only asked for more time
Move a stagestage_id and the next activityMoves the deal with no follow up activity scheduled
Schedule an activityactivity due_date and person_idBooks the call on the wrong person in the organization
Mark a deal wonstatus won and valueWins the deal at list value instead of the agreed value

Example test

Describe the job. Review the checks before anything runs.

Brief · plain EnglishIllustrative

Update deals from today's call notes. Moss & Co agreed to a demo. Lee Holdings is lost on Timing. Ortiz Labs asked for two weeks, keep it open and schedule a call. Every open deal needs a next activity.
Drafted test · reviewDrafting
  1. 01Deal #211 in Demo Scheduled with a demo activity
  2. 02Deal #215 lost with lost_reason Timing
  3. 03Deal #214 still open in Proposal Made
  4. 04Deal #214 has a call activity in two weeks
  5. 05No open deal without a next activity

fig. 2 · illustrative brief and drafted checks

Failures you can inject

Make it a bad day on purpose.

effect429 once the token budget for the window is spentfires before the handler · state untouched · same result every run

Evidence

StatusIncluded in the closed beta, like every world in the catalog. Apply and tell us the workflow you want to test.Known limitations