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Commitments is the worklist of promises Doris captured from meetings and emails. Use it to see what buyers owe you, what your team owes buyers, and which commitments are overdue or at risk.

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When to use Commitments

  • Start or end the day by checking what is due
  • Follow up on overdue buyer commitments
  • Mark seller commitments complete after your team follows through
  • Filter commitments by deal, owner, status, type, or due date
  • Bulk-complete or cancel commitments you have resolved

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How to use Commitments

1

Start with open commitments

The page defaults to open commitments and your own work where applicable. Clear Mine or adjust filters if you need a team-wide view.
2

Sort by due date

Use the due-date column to focus on what needs action first. Overdue commitments are highlighted so they stand out in the worklist.
3

Filter to the right slice

Filter by status, type, owner, deal, deal owner, or due date. Search when you know the commitment text or deal name.
4

Take action

Select one or more commitments to mark them complete or cancel them. For deal-specific context, open the linked deal and review the underlying meeting or email evidence.

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What each row shows

  • Commitment — The promise Doris captured
  • Complete with — The likely action or evidence that will satisfy the commitment
  • Deal — The opportunity the commitment belongs to
  • Type — Buyer or seller commitment category
  • Owner — The buyer, rep, or deal owner responsible
  • Status and due date — Whether the commitment is open, overdue, completed, cancelled, or auto-closed
Overdue buyer commitments are often an early signal that a deal is stalling. Use the linked deal to review context before following up.