Delete declined proposal rows from funding list sheet
Delete declined proposal rows from funding list sheet
Your funding worksheet retains declined proposals, prompting agents to re-contact ineligible applicants. Remove declined rows so sales managers have a clean funding list within minutes.
Overview
Declined deals left in the funding list create noise and unnecessary outreach for underwriting and sales. This flow removes declined rows immediately so sales managers and operations see an accurate funding list and avoid reprocessing closed applications within minutes.