Downgrade to Maintenance (from MTSA Pro+ or Pro)

CSL - Find the item on the Clarivoy Properties board:
CSL - Fill in:
1. Cancellation Notice Received Date = today
2. Final Reporting Date = last reporting date for the current subscription
3. Cancellation Reason
CSL - Set the Update Subscription column to either Downgrade to MTSA Pro or Downgrade to MTSA Maintenance.
🚨 Monday Workflow Automations will:
1. Create a new item for the new subscription in the Incoming/CS Action Needed group on the Sales Pipeline board.
2. Email the user who made the change with a list of next steps/action required. Customersuccess@clarivoy.com and the Controller are CC'd.
CSL - Using the link provided in the email, open the Sales Pipeline item.
CSL - Fill in the Monthly Rate for the new subscription. If free, enter $0.01 for tracking purposes.
CSL - Set the Signup Type (Email or Pandadoc).
CSL - Link the Contract:
1. If Pandadoc, send the contract per the Pandadoc processes.
2. If Email signup, forward a copy of the dealer's email agreeing to the subscription, rate, and Start Date to the item pulse. We need a copy of the "contract" for the Controller's record keeping.
CSL - Once you are done, set the status to Send to Properties board.
1. 🚨 Monday Workflow Automations will:
  1. Create a new item on the Clarivoy Properties board
2. 🚨 Monday Automations on the Clarivoy Properties board will:
  1. Set the Processing Status for the new item to Onboarding
    1. 🚨 When the Processing Status changes to Onboarding and if Referral Source=Downgraded...., then Monday Workflow Automations will: Attempt to link the item to the existing Ops Overview item by matching the name.
      1. If an existing name match cannot be found on Ops Overview, Datateam will receive an email notification that they need to manually link the item.
    2. Set the Processing Status to Active

Downgrade to Maintenance (from MTSA Pro+ or Pro)

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