Update deal stage when paid bookings are canceled
Update deal stage when paid bookings are canceled
Paid bookings for camps that are later canceled leave deals misaligned and cause reps to contact unavailable customers. Keep deals current by updating pipeline stages automatically within minutes.
Overview
When paid camp bookings are canceled, your commercial team shouldn't be chasing prospects who are no longer available. This flow moves corresponding deals to a canceled stage automatically so reps stop outreach and your pipeline reflects changes within minutes.