Move partially refunded orders to follow-up deal stage
Move partially refunded orders to follow-up deal stage
Your orders marked partially refunded leave deals mis-staged, delaying reconciliation and customer outreach. Move the deal to a refund follow-up stage so teams act on refunds same day.
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Overview
Partial refunds often leave deals out of sight, creating reconciliation gaps and stalled outreach. This flow moves affected deals into a refund follow-up stage so account managers and billing staff see and act on refunds the same day.