Creates tasks and moves Deals along pipeline stages
The initial Renewal email includes a link to submit a 'Confirm renewal' and to select how they will process the renewal (CC, online invoice, etc.).
When clients submit the form, it triggers a workflow that assigns tasks and moves the Renewal Deal to the appropriate pipeline stage.
Find the workflow here:
https://app.hubspot.com/workflows/5867190/details/390747529/performance