Mark closed-lost deals from lost proposals in your CRM
Mark closed-lost deals from lost proposals in your CRM
Your proposal loss events leave deals in the wrong stage, hiding revenue risk and blocking reps from timely follow-up. Reconcile deals to closed-lost so reps can act on pipeline gaps same day.
Overview
When lost proposals don't update the CRM, your pipeline and forecasts blur and reps waste time chasing stale opportunities. This flow aligns company and deal records to closed-lost and creates a fallback deal when needed, so pipeline accuracy is restored and reps can act on gaps the same day.