Reinstatements

Reinstated Accounts that already exist in HubSpot and have a previous Deal:

1. When you want to Reinstate an Account, edit these two properties:
   1. "Change Type" = "Reinstate"
   2. Clear NS DROP DATE
2. When the Account property "Change Type" is "Reinstate" and the NS Drop Date is "unknown," this workflow will retrieve the most recent Deal and change the Deal stage to "Active." It will also change the Account STATUS to "Active."
3. If a Renewal Deal needs to be generated, then the property "Run workflow to create Renewal Deal" needs to be set to "Yes" (checked) on the Account. Changing this property will immediately send the Account through this workflow: https://app.hubspot.com/workflows/40211458/platform/flow/1654378569/edit
   1. Alternatively, you can enroll single Accounts directly in this one-off manual workflow if you prefer. They perform the same functions: https://app.hubspot.com/workflows/40211458/platform/flow/1696076462/edit

Reinstated Accounts that do NOT exist in HubSpot:

1. Active Deals will be imported directly to HubSpot just like the Accounts are. Please be sure to include the following information in your import file, or for any Reinstatements that you manually add individually:
   1. Account 
      
      1. Utility (imported to the Account)
      2. Commodity (imported to the Account)
      3. Zone (if applicable, imported to the Account)

1. 1. 1. Customer Type (imported to the Account)
      2. Change Type = "Reinstate" (imported to the Account)
      3. Clear NS DROP DATE --> If you import Accounts, this one will need to be manually cleared after import. 
   2. Deal
      1. Contract Type (imported to the Deal)
      2. Rate Class (if applicable, imported to the Deal)
      3. Current Rate (imported to Deal)
      4. Deal stage is "Contract Active (New York - New and Renewal)"
   3. Follow the instructions for Importing New Contacts, Accounts, and Active Deals.
   4. Wait for the workflow Resinstatements NY Process - Find and associate Line Item for NY ACTIVE Deal; Uses Rate as match factor to run, then confirm that the correct line item properly associated to the newly created Active Deal. 
2. If a Renewal Deal needs to be generated, then the property "Run workflow to create Renewal Deal" needs to be set to "Yes" (checked) on the Account. Changing this property will immediately send the Account through this workflow: https://app.hubspot.com/workflows/40211458/platform/flow/1654378569/edit

1. 1. Alternatively, you can enroll single Accounts directly in this one-off manual workflow if you prefer. They perform the same functions: https://app.hubspot.com/workflows/40211458/platform/flow/1696076462/edit

Segmenting Reinstatements

To view reinstatements that happened after we generated batch letters, we'll need to update the date property on this segment with each round of renewals:

https://app.hubspot.com/contacts/40211458/objectLists/2187/filters