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Update deal stage and close consult on cancellation

Update deal stage and close consult on cancellation

Your consult bookings and deals can remain open after a cancellation, creating pipeline noise and stalled follow-ups. Fix them so intake sees updated deal status same day.

Update deal stage and close consult on cancellation

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Overview

Canceled consults leave noisy pipeline signals and slow follow-up; this flow closes the consult activity, updates the deal stage, and alerts intake so reps know who to rebook or mark lost. That preserves pipeline accuracy and gives intake visibility within minutes.

Update deal stage and close consult on cancellation