Engineering VPs: Capture lost deals for trend analysis

VPs in mechanical engineering lose visibility when lost deals for target accounts go unrecorded, causing repeat missed lessons. This upserts lost-deal details into a central table so leadership can analyze reasons and act.

Overview

Lost deals in engineering projects often hide repeatable reasons and block better recovery actions. This workflow centralizes every lost deal into a single lost-project table, giving sales leadership and account managers clear win/loss insights and faster, trend-driven follow-ups.

Notable Features

Capture lost deals on update
Upsert records into lost-project table
Notify sales leadership and managers