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Churn

 

  1. Create card by going to CRM -> Deal -> Renewal process (A deal that has <120 days until "Next Renewal Date" will automatically create a card in "Upcoming Renewal" stage)
  2. Change the stage based on if it is an upcoming renewal or that the customer is at risk of churn

    Screenshot 2025-09-02 at 14.36.25

  3. If the customer needs a new quote for the renewal, you can create one through Vloxq and send through Oneflow, same scenario as for new customer or upgrades
  4. If customer is churn move to stage "Churned / Lost renewal". If the renewal is won, move to "Won renewal". From here you can check the invoice data before sending.
  5. Finance will set the customer to renew or churn based on where you moved the deal.
  6. Invoices sent from Visma, based on Zuora input.