How to Configure HubSpot to Manage Customer Renewals

In this video, we’ll cover how to build a robust process for managing renewals in HubSpot AND give your team visibility into the revenue being generated after the initial sale. We'll cover:

1. How to structure a dedicated renewals pipeline with HubSpot deals
2. A workflow to automatically create renewal deals when initial sales deals close
3. A workflow to automatically move deals through the pipeline as they get closer to renewal
4. A workflow to automatically creating subsequent renewal deals in our renewal pipeline
5. Centralizing information about all renewal activity for an account on the company record to increase visibility.

Let’s dive in. A pipeline, property, and workflow setup you should steal.

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