Create cancellation processing row from new sheet entry
Create cancellation processing row from new sheet entry
Your contract sheet's cancellation rows cause manual handoffs and missed deactivations. It creates a processing row and marks the original entry so coordinators can close cases same day.
Overview
Unprocessed cancellation rows create manual rework and renewal risk for operations and account teams. This workflow converts each cancellation row into a tracked processing record and flags the original entry so coordinators can complete deactivations same day.