Creative founders: reopen and reassign lost design opportunities regularly

Founders handling sales let lost proposals sit in CRM, risking missed client work and stalled revenue. Scheduled scans reopen and assign deals so you reengage prospects and prioritize follow-ups.

Overview

Graphic design founders lose projects when lost proposals sit ignored — that stalls project starts and studio revenue. This workflow reopens and assigns stalled opportunities on a scheduled scan, turning stale records into prioritized follow-ups so your studio avoids missed touchpoints and re-engages prospects.

Notable Features

Reopen lost deals on schedule
Assign reopened deals to reps
Attach reopen note to deal