Update RFQ log rows when a deal is marked lost
Update RFQ log rows when a deal is marked lost
Your RFQ log goes out of sync when CRM deals are marked lost, hiding No Bid reasons that skew estimating. RFQ entries stay accurate so managers can act same day.
Overview
If your RFQ register lags behind CRM status, forecasting and capacity planning become unreliable. This flow keeps RFQ rows aligned with lost-deal reasons so estimating and sales ops can react to No Bid signals same day.