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Update lost deal rows in your estimate tracker

Update lost deal rows in your estimate tracker

Your estimate tracker goes stale when CRM deals switch to lost, leaving project managers with unclear backlog and resource priorities. Keep the tracker current so PMs reassign work same day.

Update lost deal rows in your estimate tracker

Overview

Lost deals often leave estimate rows active, forcing project managers into manual cleanup; this flow immediately clears and marks affected rows so backlog is accurate. That lets PMs reassign work and close out bids the same day, ahead of planning.

Update lost deal rows in your estimate tracker