Sales: Keep CRM pipeline accurate after proposal marked lost

Sales reps and managers lose pipeline accuracy when proposals are marked lost but not reflected in CRM. Keep CRM deals closed-lost so reps act on accurate pipelines and restart follow-up.

Overview

Missed closed-lost updates skew forecasts and leave reps chasing stale opportunities. This workflow keeps CRM deals marked closed lost when proposals are lost, restoring pipeline accuracy and enabling reps to resume follow-up; teams report faster reconciliation and fewer manual updates.

Notable Features

Mark CRM deals closed lost
Create deal when none exists
Notify sales reps for follow-up