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Set deal stage when a booked appointment cancels

Set deal stage when a booked appointment cancels

Your scheduled appointments cancel without updating deals, leaving sales reps chasing the wrong pipeline stage. Update deal lifecycle immediately so reps can rebook or reassign leads same day.

Set deal stage when a booked appointment cancels

Overview

Canceled bookings often leave deals stuck in the wrong stage, causing reps to waste time on irrelevant outreach. This flow updates the deal lifecycle instantly so reps see accurate pipeline status and can rebook or reassign leads the same day.

Set deal stage when a booked appointment cancels