Client Renewal - Were Deal actions completed?
Tasks completed? CC paid? Move to closed won? Line item updated?
There are 4 workflows in the Quality Assurance - Renewals folder. These workflows run one day after the subscription renewal date, and verify that actions were completed.
QA Renewal | Confirm CC Payment
Verify that credit card payment was processed online and subscription has been renewed.
https://app.hubspot.com/workflows/5867190/details/79665716/performance
QA Renewal | Confirm invoice sent
Verify that invoice was generated and sent to AO and contacts who requested the invoice.
https://app.hubspot.com/workflows/5867190/details/396345602/performance
QA Renewal | Confirm Online invoice generated
Verify that online invoice was generated and review to confirm that subscription has been renewed.
https://app.hubspot.com/workflows/5867190/details/396331680/performance
QA Renewal | No Amount or No Line Item
Quality assurance workflow to ensure that line items and amounts are populating correctly on the Deal.
https://app.hubspot.com/workflows/5867190/details/421625207/performance