Mark declined deal records as lost for faster triage
Mark declined deal records as lost for faster triage
You get webhooks showing prospects refused scheduling, leaving deals open and prompting repeated outreach. Mark those deals lost so reps stop follow-ups and reports reflect reality same day.
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Overview
Stop your reps from wasting outreach cycles on prospects who explicitly refused scheduling. This flow flips those deals to lost automatically so sales ops and managers see a cleaner, actionable pipeline and reps get selling time back within minutes.