Update opportunities to lost and reassign pipeline owners
Update opportunities to lost and reassign pipeline owners
When a lost activity is logged, your opportunity records can remain open and reps may keep pursuing closed-out deals. You regain pipeline accuracy and stop wasted outreach the same day.
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Overview
When a loss gets logged, your pipeline must reflect that immediately so reps stop wasting outreach. This flow updates opportunity status, assigns owners, and spins new discovery opportunities for nurture, restoring pipeline accuracy within minutes.