Update master deal lost reason when related deal is lost
Update master deal lost reason when related deal is lost
Related deals marked lost can leave master records without loss context, skewing reporting. Keep master lost reasons synced so sales ops and reps get accurate reporting same day.
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Overview
Uncoordinated lost reasons fracture pipeline reporting and force manual reconciliation. This flow keeps master deals aligned with their related lost records so sales ops and account executives see consistent loss context within minutes and can close out reporting the same day.