LOST DEAL CHECKLIST

Quote #1249 - $45,000
Status: Lost to competitor
Action needed? None.

System cleaned up:

✓ Quote archived in Books
✓ Pipeline value adjusted
✓ History preserved

Time taken: 30 seconds
Human effort: 0
Errors: 0

Because when deals don't close,
your systems should know what to do.

P.S. We've automated this for 100+ North American businesses.

Need cleaner systems?
https://zurl.co/bWv4o

#ZohoCRM #Automation #ZohoBooks

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