1) Purpose

This workflow automates follow‑up for trials that do not convert in the Subscriptions deal pipeline.

When a trial deal is marked Closed Lost – Trial Not Converted (Lost), the workflow:

1. Waits 1 day
2. Creates a low‑priority task for Quincey K. Lee
3. Sends an internal email to Quincey when the contact is already in Prospecting Agent

This keeps human eyes on churned trials while allowing Prospecting Agent to handle re‑engagement.

2) Location & status

• Workflow name: Deal – Churned Trial to Prospecting Agent
• Type: Deal‑based workflow
• Object type: Deals
• Pipeline: Subscriptions
• Initial status: Created OFF (must be manually turned ON in Workflows)

3) Enrollment criteria

Trigger: Deal property value changed

• Property: Deal stage (dealstage)
• Condition: Deal stage changes to the Subscriptions pipeline’s closed‑lost stage:
  • Closed Lost – Trial Not Converted (Lost) (internal stage: closedlost in the Subscriptions pipeline)

Re‑enrollment