Renewal Process and Customer Loading

• Importing New Contacts, Accounts, and Active Deals
• Generate a One-off Renewal Letter
• How to Import Consent Date and Method to Pending Deals
• De-duplicating contacts before manual import
• Expire Pending Deals that are no longer being offered
• High-Level Overview of the Renewal Process
• Generating Pending Deals and Renewal Letters
• Loading New Products into HubSpot
• Loading Utility Rates into HubSpot