Sales ops: mark deals closed when orders update

Sales ops see last order updates keep deals stale, causing missed review prompts. It marks the deal closed and appends ' - New Deal', prompting reps to schedule review and restore pipeline accuracy.

Overview

Stale deals from late order updates cause reps to miss review opportunities and distort forecasting. This workflow enforces deal hygiene by closing deals when a last order date is recorded and tagging the deal with ' - New Deal' so reps get a clear scheduling cue. The outcome is clearer pipeline ownership and fewer manual corrections.

Notable Features

Update deal stage to closed
Append ' - New Deal' to deal name
Create rep prompt to schedule review