For automotive directors: remove declined proposals from tracking sheet

Directors see declined funder submissions linger in tracking sheets, causing duplicate outreach. It deletes declined rows when workflow step closes, so sales and ops keep pipeline records accurate.

Overview

Declined funder submissions left in your proposal tracker lead to duplicate outreach and potential funding errors, putting programs and budgets at risk. This workflow removes declined rows when a workflow step closes, giving sales and operations a single source of truth and preventing teams from pursuing ineligible submissions. The outcome: clearer pipelines, fewer duplicate contacts, and reliable audit trails for compliance.

Notable Features

Delete declined proposal rows
Alert ops when deletion happens
Keep sales pipeline up to date