Deal left index updates

• Move Deal Owner from “About this deal” section to “customer sales pipeline”
• Remove “about this deal” section
• Remove “Onboarding__” section

Closed-won process updates

Failed activation

• Follow-up onboarding call is scheduled
  • AE + Onboarding (Abby)

Revenue Expansion

need to create required property for Custom Branding: Yes / No

category adoption (Custom Branding: No)

• Fill out support ticket (use the client’s email address for the ticket)
• Email automatically triggers to CSM and [email protected] that copies over deal notes

category adoption (Custom Branding: Yes)

• Automatically create custom branding ticket, copy over required fields
• AE to schedule Custom branding kickoff call IF needed
  • Do not need kickoff call when switching packaging
  • Do not need kickoff call when branding K cups, coffee, and olive oil

Paused Account

• If client agrees to reactivate, move deal to “Closed Won”, fill out required fields of “Reactivation Date” and “Notes”