Stop lost deals from going cold for sales reps

Sales reps marking short-term lost deals let opportunities go cold and create pipeline leakage. This flow moves those deals to Follow-up and notifies reps so they can re-engage leads quickly.

Overview

Lost opportunities pile up when reps don't re-engage flagged deals. This workflow routes short-term lost deals into a Follow-up stage and notifies the assigned rep, turning stalled records into prioritized outreach. The result is faster rep action and far fewer missed follow-ups.

Notable Features

Move lost deals to Follow-up
Create follow-up tasks for reps
Notify assigned sales rep immediately