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Hubspot shit

rename pipeline to ‘upsell’

rename CS opportunity to ‘opportunity type’

remove products interested in (use line items)

rename CS notes to upsell notes

Upsell deal lead source: add AE review

Deal trigger breakdown: add 45 and 90-day review

upsell left index view

• of homes in this deal

• update line items
• close date
• opportunity type
• Est. go-live

timeline

30 day check-in

• receive ‘welcome to sojo’ bundle
• how are things going? are you happy? are you prepped for [placeholder]
  • Ex. adding holiday bundles for 2025

What we need: