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Mark closed lost deals with disqualified status flag

When deals move into your closed-lost stage, missing tags leave records inconsistent and waste sales ops time. Set the disqualified flag automatically so records are audit-ready before monthly reviews.

Mark closed lost deals with disqualified status flag

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Overview

Incorrectly tagged closed-lost deals clutter your pipeline and slow down reviews. This flow ensures those deals are flagged as disqualified automatically, keeping CRM data clean and audit-ready for monthly forecasting and pipeline ops.

Mark closed lost deals with disqualified status flag