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Create lost opportunity when contact moved to loss

Create lost opportunity when contact moved to loss

When contacts enter your CRM loss group, the pipeline goes out of sync and re-engagement is missed. Keep lost opportunities visible for review and same-day outreach.

Create lost opportunity when contact moved to loss

Overview

When a contact is flagged as lost in your CRM, your pipeline visibility and re-engagement windows shrink. This flow creates a lost-stage opportunity and notifies the team so you get same-day visibility and can plan outreach before the next campaign.

Create lost opportunity when contact moved to loss