Keep sales ops file storage accurate after closed-lost

Sales ops see closed-lost companies left in active folders, causing mistaken outreach. It moves folders into a former prospect area so reps avoid contacting lost leads and storage stays accurate.

Overview

Closed-lost deals left in active storage lead to mistaken outreach and stale documents that frustrate reps and clog ops. This workflow ensures company folders move to a former prospect area when deals close lost, preventing outreach mistakes and keeping storage accurate. Ops leaders get cleaner file structure and fewer outreach errors after implementation.

Notable Features

Move prospect folders on stage change
Locate company folder by name
Notify sales ops when moved