Move lost battery deals into new sales pipeline

Your battery-only deals marked lost remain closed and lose owner context, blocking fast re-engagement and re-quoting. Reopen, retitle, and move those deals so reps can re-engage prospects same day.

Overview

Battery-only opportunities often sit closed and unowned, costing you re-quote and install windows. This workflow reopens, retitles, and routes those deals into the battery sales stage and assigns an owner so reps or estimators can follow up the same day.