Update product line items and tickets on lost deals
Update product line items and tickets on lost deals
Your closed-lost deals leave product line items and capacity tickets unchanged, harming backlog accuracy. This updates line items and moves linked tickets so coordinators see accurate backlog same day.
Overview
When lost deals aren't propagated, capacity and backlog data become unreliable, delaying planning and wasting engineering effort. This workflow updates line-item status and moves linked tickets so sales ops and engineering coordinators have an accurate backlog the same day.