Send lost opportunity notice to referrer via email
Send lost opportunity notice to referrer via email
Your referrers miss closure when opportunity records go to Lost without outreach. The workflow informs them with a templated email so referral coordinators get closure within minutes.
Overview
When deals close as lost, referral sources often receive no closure, which damages future submissions. This flow finds the originating referrer and sends a templated email so coordinators and referrers get closure within minutes.