Page Comparison

...

1. View a renewal Task / Deal in Hubspot

   1. Select Renewal Deal Task Queue

2. Pull up open up key resources

   1. Financial InfoAmount

      1. https://docs.google.com/spreadsheets/d/1Bw_ougUhsV_b0Kp9V46PxcXOJ6nO0iU0/edit?gid=1749222115#gid=1749222115

      2. https://docs.google.com/spreadsheets/d/1h_FTnH_eC7KWgeQF_T1cQOr1DlWdX81Gs4Jwz4jkIHk/edit?gid=0#gid=0

   2. Adoptions Info

      1. Adopets: rescue.adopets.com/reports (when logged in through their 1password)

      2. ShelterBuddy Adoptions: https://docs.google.com/spreadsheets/d/1izNs6CA9BH3fkNhjBm2Jbea6JpjA0erEjtZvnaAadOc/edit?gid=1185301362#gid=1185301362

   3. Features infoModules

      1. ShelterBuddy: https://docs.google.com/spreadsheets/d/1UYIz3X_rlXbqbQwssCew85cxI8tFLFpbrH_OQLSB5cs/edit?gid=0#gid=0

3. Enter all of the updated information below in the new Deal. In areas of discrepancies…

   1. Deal Name - “[ShelterName] - [PL Software] - [Service Period]” “[Audit]” for Deals needing review

      1. Add “Audit” to the end of a Deal if you’re not comfortable renewing it without an account manager’s oversight. Do this in cases where the Amount, Modules, or any other field have significant discrepancies from what you’ve found and what was in the prior year’s service period.

   2. ❗Amount - Amount is only the amount that we are directly invoicing the customer, not HomeAgain, Adopets, or other agreements. Source of truth here is Xero.

      1. Subsidy Amount - This is what we receive from third parties (e.g. HomeAgain). This is separate from Amount! Source of truth:https://docs.google.com/spreadsheets/d/1i-OE9pNtIlKUfN1JCZregjtGUGD9cEvY5zBvkgQc9gU/edit?gid=847771488#gid=847771488

      2. Adopets Revenue - This is the transactional revenue we receive from Adopets.

   3. Currency Type - Copied by Workflow. Have it align with their locality if it’s empty.

   4. Yearly Adoptions -

   5. Modules - Copied automatically by Workflow. Check Customers Enabled Features to be sure

   6. Subsidy - Copied automatically by Workflow. If not, double-check and then copy from previous Deal.

   7. Close Date - Set to be the start day of the service period

   8. Deal Start Date & Deal End Date - Service period dates for this Deal. Just extend them one year from the previous Deal and make sure they align with the dates in the Deal Name.

4. Update users

   1. Open Company Record

   2. Click “View Associated Contacts” in the upper right Contacts window

   3. When Contacts are displayed, filter by Last Contacted Date is over 6 months ago.

...