Business owners: move lost deal folders to lost quotes
Business owners: move lost deal folders to lost quotes
Business owners lose proposal folders when deals are marked lost, creating messy archives and stalled post-mortems. Move each folder to a central lost quotes archive so operations find materials fast.
Overview
Lost deal folders clutter archives and slow post-mortems for business owners. This workflow consolidates every marked-lost deal into a central lost quotes archive so operations and sales stop chasing files and can run faster, more reliable reviews.
Notable Features
- Move deal folders to archive
- Create lost quotes folder if missing
- Notify operations and sales on moves