Keep owner spreadsheets updated when deals are canceled

Operations coordinators lose owner-specific cancellations when deal statuses change, causing delayed reviews and missed refunds. So owners get accurate cancellation lists to start review.

Overview

Missed cancellation tracking creates operational confusion and owner friction. Routing canceled deals into each owner's spreadsheet ensures owners have accurate cancellation lists so they can begin review promptly, reducing missed follow-ups and keeping operations aligned.

Notable Features

Add canceled deals to owner sheets
Find or create owner worksheet
Alert owners of new cancellations