Stop outreach to terminated deals and clear contacts

Operations coordinators risk outreach errors when terminated deals still show next-contact dates. The workflow moves deals to offboarding and clears contact fields so ops avoid accidental outreach.

Overview

Terminated deals that keep next-contact dates lead to misdirected handoffs and accidental outreach, creating extra work and customer confusion for operations. This flow moves deals into offboarding and clears contact fields automatically, giving ops cleaner records and fewer mistaken follow-ups.

Notable Features

Update deal status to offboarding
Clear next-contact date and time
Prevent future outreach to terminated accounts