Move refused quote events to declined calendar and annotate
Move refused quote events to declined calendar and annotate
Your quote events remain on shared calendars after offers are refused, leaving reps without context and cluttering schedules. It moves and annotates those events so sales sees refusal reasons same day.
Overview
When quotes are refused, calendars get noisy and reps lose context—making coaching and pipeline reporting harder. This flow moves those refused events into a dedicated calendar and appends refusal reasons so sales ops and managers have clear context for same-day reporting and follow-up.