Mark declined estimates as lost in CRM immediately

Your declined estimates remain active in the pipeline, skewing forecasts and delaying follow-up. Automatic lost-deal tagging keeps pipeline accurate and lets coordinators act the same day.

Overview

Declined estimates often leave deals incorrectly marked and reports out of sync, so teams waste time chasing inaccurate pipeline data. This flow updates deals as lost and alerts coordinators automatically, keeping your reports accurate and enabling same-day reallocation of outreach.