Mark disqualified deals and remove tracking rows now
Mark disqualified deals and remove tracking rows now
Your tracking sheet keeps rows for disqualified opportunities, skewing pipeline and campaign reports. Mark those opportunities lost and remove their rows so reports stay accurate for weekly analysis.
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Overview
Stale rows for disqualified deals break pipeline accuracy and derail campaign analysis. This flow marks those opportunities lost and purges their tracking rows so marketing ops and campaign managers see true pipeline health by the next weekly review.