dual-active-pipelines_2026-09-21.md

04-Working/dual-active-pipelines_2026-09-21.md

1. ---
2. type: working-note
3. scope: 04-Working
4. tags: [outreach, routing, review]
5. created: 2026-09-21
6. ---
8. # Dual-active pipelines: 2026-09-21
10. Clients holding an open deal in **Partner Tier Upgrade (cat 24)** and in **Quarterly
11. Check-In (cat 36)** at the same time, from the 2026-09-21 census
12. (`03-Clients/partner-client-master-list.xml`) and that run's deal enumeration
13. (`05-Outputs/partner-runs/bitrix-deals_2026-09-21.json`).
15. The rule is in [[pipeline-routing-rules]] under *Precedence when cat 24 and cat 36
16. collide*: an open cat-24 deal wins, and the check-in is **paused, not cancelled**, by
17. parking the cat-36 deal in **Dormant** (`C36:UC_LXCMAV`). `route` already excludes
18. anyone with an open deal, so it cannot create this overlap; these two come from a bulk
19. tier-change push made before the rules were ratified.
21. | Client | Tier | Cat 24 deal | Cat 24 stage | Cat 36 deal | Cat 36 stage | Action |
22. |---|---|---|---|---|---|---|
23. | [[Sunniva Westbrook]] | Platinum Partner | 400657 (Hazel) | TIER CHANGE EMAIL SENT, 2026-07-21 | 400850 (Matt) | Dormant, 2026-08-12 | None: already parked. Gift mockup waits on her logo files. |
24. | [[Florian Northcott]] | Palladium Partner | 400648 (Hazel) | TIER CHANGE EMAIL SENT, 2026-07-21 | 400841 (Matt) | Dormant, 2026-08-12 | None: already parked. |
26. **Nothing to move this week.** Both check-ins were parked on 2026-08-12. When either
27. cat-24 sequence closes (won or lost), the client goes back into the check-in flow on the
28. normal 3-month rule; do not close a cat-24 deal mid-sequence to clear the overlap.
30. Stage moves stay human-gated: these are Hazel's and Matt's deals, moved by hand in Bitrix.