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Update board item when a deal is closed lost

Update board item when a deal is closed lost

Closed-lost deal reasons don't appear on board items, leaving owners without loss context and delaying pipeline closeout. It adds loss reason and sub-reason to the board item so owners can close tasks same day.

Update board item when a deal is closed lost

Overview

Loss reasons often never reach operational boards, forcing account managers to dig for context and delaying pipeline closeout. This flow writes the closed-lost reason and sub-reason to the matching board item and routes updates by partner, giving owners the context to finish related tasks the same day.

Update board item when a deal is closed lost