Mark stale deals as lost for pipeline hygiene

Your deals with no activity for two weeks clutter the CRM and skew recruiter and manager forecasts. This frees recruiters and account managers to prioritize active opportunities same day.

Overview

Stale deals hide the true health of your pipeline and waste recruiter bandwidth; this workflow closes inactive deals automatically and standardizes the reason so forecasting improves. Owners get a clear notification and the pipeline is accurate for same-day reporting and follow-up.