Mark out of market deals as lost for excluded territories

Your deals in a configured pipeline stage can stay active outside operating states, wasting rep time. This marks them lost and stops follow-up so your pipeline is accurate before reviews.

Overview

When deals enter a stage you don't operate in, reps waste hours and forecasts get noisy. This workflow auto-marks those deals lost and stops follow-up, freeing reps to pursue reachable opportunities and keeping forecasts accurate before weekly reviews.