Remove won deals from follow-up table to prevent duplicates
Remove won deals from follow-up table to prevent duplicates
Your proposal follow-up records linger after deals are won, causing duplicate outreach and unclear ownership. Clear closed prospects from the follow-up table so reps and reports are accurate same day.
Overview
When deals close, they should drop out of active prospect lists so reps stop chasing won opportunities. This flow removes matched follow-up rows and keeps your proposal tracker accurate, so reps and revenue ops see correct pipeline data the same day.