Mark partner referrals denied when opportunity closes lost
Mark partner referrals denied when opportunity closes lost
Your referral records go stale when opportunities close lost, causing commission confusion and missed partner outreach. This keeps referral statuses accurate for partner managers within minutes.
Overview
When a partner-sourced opportunity is lost, referral records can lag and trigger payout confusion and extra reconciliation. This flow marks the referral denied and logs the loss reason automatically, giving partner managers accurate status within minutes.