Add lost deals to refund tracking sheet for review

Your lost deals marked for refunds sit outside finance workflows and delay processing. Entries centralize refund cases for finance coordinators, enabling reconciliation before the next accounting run.

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Overview

Lost deals that require refunds often fall outside finance workflows and create reconciliation backlogs. This flow captures every qualifying lost deal into a central refund ledger, letting finance coordinators and marketing ops clear refunds and act before reconciliation windows close.