Manually Enter a One-Off Renewal
When received via paper or email
Consent for renewals will be recorded in HubSpot first, just like they are when an Agent takes permission from a customer though the Agent-facing portal, except paper renewals will not be submitted to TPV.
In order to properly record a Renewal in HubSpot, follow these steps:
- Navigate to the Account record with the ARID being renewed.
- Navigate to the "Consent Pending" or "Consent Rejected" Deal record associated with the ARID being renewed. The correct Deal will have the association label of "Consent Pending."
- Set "I accept the renewal contract" as "Yes."
- Enter the "Express Consent Date".
- Set the "Express Consent Type" as "PAPER."