Update lost deals to closed lost stage for reps

When deals are marked Lost in your tracker, reps lack updated stage and loss reason context for follow-up. Keep CRM stages and loss reasons current so reporting and re-engagement are ready same day.

Overview

Deals marked Lost in your tracker often arrive in CRM without updated stage or reason, leaving reps blind and reports inaccurate. This flow writes loss reasons and sets the Closed Lost stage in the CRM within minutes, so pipeline reporting is accurate and recovery outreach can start same day.