Update deal stage to not interested from outreach activity
Update deal stage to not interested from outreach activity
Outreach not-interested marks leave your open deals active and teams chase stale work. Move those deals to not-interested so sales ops and project managers avoid wasted work same day.
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Overview
Outreach 'not interested' flags often leave stale opportunities cluttering your pipeline and create wasted prep for incoming projects. This workflow moves those deals to a designated not-interested stage and sets a close date so sales ops and project managers stop preparing for dead work within minutes, keeping handoffs and reports accurate before the next planning cycle.