Send rejection notice to admin when deal marked lost

When a deal is marked lost, your sales reps and operations miss a clear handoff to update customer status and close related tasks. Operations update status and close tasks the same day.

Overview

When lost deals aren’t handed off, operations and reps spend time fixing records instead of closing work. This flow sends the right owner a contextual notice with deal and contact details so status and follow-ups are reconciled within minutes. That keeps customer records accurate and reduces manual chasing the same day.