When a customer churns and no longer wants to use our software, here’s what we need to do.
ShelterBuddy Offboarding
Accounting & Financial
Send an update to accounting to send a final invoice
With Product & Engineering
Set a dedicated date where service will stop
Create a Jira ticket to cut the site off at that date
Hubspot
Company
Update Hubspot
Lead Status: Open
Deal
Find their current Deal and change Deal End Date to accurately reflect their service ending.
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