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Create downsell follow-up deals from recently lost prospects

Create downsell follow-up deals from recently lost prospects

Lost deals aren't recreated as downsell opportunities, so follow-ups for course cohorts slip through. Recreate downsell deals with lost reason so reps can re-contact leads same day.

Create downsell follow-up deals from recently lost prospects

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Overview

Recreating lost opportunities by hand is slow and lets warm leads cool off while you manage launches. This flow automatically spins lost deals into downsell opportunities and logs the lost reason so reps can reach out same day and recover momentum.

Create downsell follow-up deals from recently lost prospects