Assign loss reason from call notes and transcripts

Inconsistent loss notes and call transcripts skew win/loss analysis and leave marketing without reliable objection data. Get consistent loss reasons for same-day reporting.

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Overview

Poorly tagged loss reasons break the feedback loop between sales and marketing and blind campaign managers to real objections. This flow standardizes loss categories from rep notes and call transcripts so marketing ops and revenue analysts get reliable tags within minutes for same-day reporting and retargeting.