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Move lost deals into pipeline-specific lost stages daily

When lost deals stay in active stages, your forecasts and campaign audiences become inaccurate and teams chase dead opportunities. This updates stages so teams see correct pipeline signals same day.

Move lost deals into pipeline-specific lost stages daily

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Overview

Lost deals sitting in active stages skew pipeline health and waste follow-up effort for field sales and project estimators. This flow moves those deals into the correct pipeline-specific lost stage and alerts owners so forecasting and marketing lists are correct same day.

Move lost deals into pipeline-specific lost stages daily