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the_emily_b
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Track deals with break clause

I'm trying to figure out the best way to put in deals that are for contracts that include a break clause. For first time subscribers, we offer an annual contract with a 6 month break. Should these be 2 separate deals? One for each 6 month term? 

Thanks! 

 

 

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Bryantworks
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Track deals with break clause

Hey @the_emily_b,

 

I would suggest just creating a deal property with a simple Yes/No to track if a deal has a break clause.  Does that make sense?

Chris Bryant | Your Dedicated HubSpot Expert
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the_emily_b
投稿者

Track deals with break clause

Makes sense but what if they do end up breaking the contract at 6 months after it's been marked as Closed Won? Do I go back and just edit the Closed Won deal to update the term?

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