Update project with cancellation notes for onboarding teams

Your cancellation form entries lack project context, leaving success and onboarding teams without closure steps. It writes cancellation details to the project so teams can act same day.

Overview

Cancellation form submissions often arrive without project context, leaving CSMs to chase details and delaying closure. This flow writes cancellation notes and clears stale fee flags on the project so onboarding and success teams have the right context and can act same day.