Mark outreach activity done when deal is lost
Mark outreach activity done when deal is lost
Your outreach activities may stay open after deals are marked lost, causing reps to continue irrelevant follow-up. Close those activities so reps stop outreach and reports reflect reality today.
Overview
Stale outreach after a lost deal wastes rep time and corrupts activity metrics. This flow automatically closes related outreach activities when a deal is marked lost, so reps stop redundant outreach and reports reflect true engagement the same day.