Create 8-month touch base tasks for lost deals

Your lost deals filter leaves past opportunities uncontacted and context stale for reps. Create 8-month touch-base activities so account teams can re-engage prospects ahead of new opportunities.

Overview

Lost opportunities can become future pipeline if re-engaged at the right time, but reps need clear, scheduled actions to do it. This flow creates 8-month touch-base tasks for filtered lost deals so reps and managers get timebound outreach items and can act within months.