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Update deal stage when expert call is cancelled

Update deal stage when expert call is cancelled

Your cancelled expert calls leave deals in the wrong stage, causing reps to contact unavailable prospects. Keep deals updated so pipeline managers avoid wasted outreach same day.

Update deal stage when expert call is cancelled

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Overview

Missed or cancelled expert calls can leave deals in the wrong stage and cause reps to pursue unavailable prospects. This flow finds the attendee, locates the related deal, and updates its stage automatically so your pipeline reflects reality same day.

Update deal stage when expert call is cancelled