Update opportunity when a proposal is marked lost

Your lost proposals don't update your CRM, leaving pipeline values and follow-up owners inaccurate. Keep opportunities current so managers and billing staff can act same day.

Overview

When a proposal is lost, your CRM should reflect it instantly so reps and billing staff stop chasing closed opportunities. This flow updates opportunity status, amount, and attaches the proposal PDF so pipeline reporting and reassignments happen the same day.