Update lost deal close dates for pipeline accuracy
Update lost deal close dates for pipeline accuracy
Your lost placement records keep original close dates, skewing pipeline timing and delaying recruiter handoff. The workflow fixes close dates so reports reflect true closure timing within minutes.
Overview
Stale close dates make forecasting and recruiter handoffs unreliable; fixing them manually wastes time and skews monthly reports. This flow automatically stamps lost deals with the actual status timestamp, so your recruitment managers and reporting staff get accurate pipeline timing within minutes.