Update CRM deal stage when orders are cancelled
Update CRM deal stage when orders are cancelled
Your cancelled storefront orders aren't reflected in CRM deals, leaving reps without closure and delaying reconciliation. Move those deals to a cancelled stage so closures and refunds happen same day.
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Overview
Unhandled cancellations leave reps chasing closures and slow down refunds and reconciliation. This flow moves deals into a cancelled stage and surfaces them to owners so closures and refunds occur the same day, eliminating stale sales records.