Feature Update: Lost Reason in Opportunity Automation

We’re excited to announce that you can now filter opportunities based on the lost reason filter in your triggers and actions.

What’s New?

1. Lost reason as a new filter in Opportunity Created, Changed, Status Changed, Stale Opportunities and Pipeline Stage Changed.

For Opportunity Changed, you can also filter based on the Lost Reason update.

2. Lost reason as a filter in Create/Update Opportunity actions and If/Else operators.


Targeted Follow-Up: Create personalized follow-up strategies based on specific reasons for opportunity loss, increasing re-engagement success.

Problem-Solving Precision: Pinpointing reasons for lost opportunities enables targeted solutions, enhancing sales strategies.

Focused Resource Allocation: Allocating resources to primary loss factors optimizes efficiency, fueling strategic growth.

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