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Update deal loss date and clear prior phase dates

Update deal loss date and clear prior phase dates

Your deals can retain old phase entry dates after stage changes, skewing pipeline history. Cleared phase dates and a recorded loss timestamp keep reporting accurate within minutes.

Update deal loss date and clear prior phase dates

Overview

Stale phase dates after stage changes undermine forecasting and handoffs. This flow stamps a loss date and clears outdated phase entries so your sales managers and reporting show accurate pipeline timing within minutes.

Update deal loss date and clear prior phase dates