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Process Street
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Cancelation Process
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Cancelation Process
Cancelation Process
1
Account requests cancelation
2
Cancel Recurly at end of next billing cycle
3
Add churn date and churn reason
4
Create task to close team on churn date
5
Lifecycle status for LO and associated LOAs changed to subscriber
6
Check deal status on churn date
7
Close team on churn date
Account requests cancelation
Who requested the cancelation?
Cancel Recurly at end of next billing cycle
Add churn date and churn reason
Create task to close team on churn date
What's the team id?
Lifecycle status for LO and associated LOAs changed to subscriber
Check deal status on churn date
1
If entire deal churned, mark as closed lost
2
If only one LO churned, deal is not changed
Close team on churn date
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