For engineering: flag closed-lost work orders to sales

Engineering loses context when work orders go closed-lost, causing unclear reasons and stalled recovery. Alerts send closed-lost details to sales and ops so reps verify and begin recovery.

Overview

Missed closed-lost alerts leave sales chasing stale details and recovery opportunities slip away. This workflow routes every closed-lost work order to sales and ops and creates follow-up tasks, so reps verify closure reasons and begin recovery, reducing missed follow-ups and improving pipeline hygiene.

Notable Features

Send closure alerts to sales and ops
Attach work order summary and reason
Create follow-up task for reps