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Set a dedicated date where service will stop. This is their churn date and will be used below. Make sure it’s consistent across all properties.
Create a Jira ticket to cut the site off at that date
If a customer needs a data export, create a Jira ticket for this.
Hubspot
Company
Note - the Company Lead Status update The below is done automatically by a workflow, but here are the steps in case it’s missed.
Update
Company Lead Status: OpenUpdate
Shelter Management Softwareto reflect they’re no longer using us.
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