Set opportunity to lost when lead status changes
Set opportunity to lost when lead status changes
When you move a lead to lost, related opportunity records can stay active and skew your pipeline visibility. You get accurate pipeline reports so sales managers can reallocate effort within minutes.
Overview
Inactive or lost leads that leave opportunities open make your pipeline and forecasts unreliable. This flow automatically marks related opportunities as lost so sales leaders see an accurate funnel and can reassign reps to active deals within minutes.