Keep sales reps' overlooked deals back in enquiries pipeline

Sales reps miss recovery when lost deals stay closed, creating pipeline gaps and stalled forecasts. Reopen lost deals into Enquiries and assign owners so sales reps requalify and avoid missed follow-ups.

Overview

Left-closed deals create blind spots that stall forecasts and let competitors scoop opportunities. This workflow reopens lost deals into the Enquiries pipeline and assigns an owner so sales reps can requalify overlooked prospects and avoid missed follow-ups. The result is cleaner pipeline coverage and fewer slipped opportunities.

Notable Features

Move lost deals to enquiries pipeline
Assign deals to enquiries owners
Notify sales reps for requalification