Keep project managers' inquiries table decluttered after deals close

Project managers see outdated inquiries stay active, causing duplicate work and inbox confusion. This workflow archives the related inquiry when deals close, preventing rework.

Overview

Outdated inquiries create duplicate work and slow project handoffs. This workflow routes closed deals to archive their linked inquiries automatically, keeping the inquiries table accurate and freeing project managers from manual cleanup. Operations can focus on active work while archive actions are logged for audit.

Notable Features

Archive inquiry records when deals close
Mark related inquiries as archived
Notify project managers of archived inquiries