Mark expired proposals as lost in deal records
Mark expired proposals as lost in deal records
Your expired proposal documents leave deal records inaccurate and cause reps to chase stale opportunities. The workflow marks those deals lost so your sales team sees true pipeline health ahead of weekly reviews.
Overview
Expired proposals silently bloat your pipeline and waste rep time. This flow finds deals tied to expired documents and marks them lost, surfacing true pipeline health and saving managers time during weekly reviews.