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.

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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.