Keep CRM deal stages and lost reasons accurate for IT

IT administrators watch lost-student notices fail to update CRM, leaving stages stale and placement coordinators missing follow-ups. Update deal stage and lost reason so coordinators act quickly.

Overview

Lost student deals left in the wrong CRM stage create blind spots for placement coordinators and slow re-engagement. This workflow ensures deal stage and lost-reason fields are set reliably, eliminating manual triage and giving coordinators accurate pipeline signals so they can prioritize outreach and recover opportunities.

Notable Features

Update CRM deal stage
Set standardized lost-reason field
Notify on unmatched deals