Keep engineering opportunity files organized after cancellation events
Keep engineering opportunity files organized after cancellation events
Engineers miss opportunity files when stage changes to Closed Cancelled, causing misfiled records and stalled handoffs. It relocates files to cancelled folders so engineers find documents without searching.
Overview
Misfiled opportunity documents slow engineering handoffs and raise operational risk when deals are cancelled. This workflow moves cancelled opportunity files into the correct lost folders and notifies engineers, eliminating manual triage so current documentation is always discoverable. Customers report faster handoffs and zero missed follow-ups.
Notable Features
- Move files when stage changes
- Preserve original folder structure
- Notify engineering of relocated files