Mark opportunity lost when call marks not interested

When pre-sales call outcomes mark a prospect as not interested, opportunity records can stay active and mislead reps about pipeline health. Mark them lost to keep forecasts accurate.

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Overview

Stop reps from chasing prospects who've signaled no interest and clean noisy pipeline data automatically. Enforcing a configured lost status within minutes of a not-interested call outcome gives sales ops and leaders cleaner forecasts the same day.