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Account Changes Category

Account Changes

This section offers clear guides and best practices for handling client upgrades, downgrades, cancellations, and other account changes.

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Process Document: Upgrade/Downgrade Calculator

Upgrade/Downgrade Calculator Created By: Reese Grossman, Ida Khojandpour, Operations Team, Support Team Created On: July 17, 2025 Purpose: This document outlines the rationale and process behind…
- updated 6 days ago
- 6
- Account Changes

How to Submit an Upgrade or Expansion

Contents Step 1: Use the Downgrade/Upgrade Calculator Step 2: Create the Opportunity in Salesforce Step 3: Add Billing Context Step 4: Add Products to the Opportunity Step 5:…
- updated 2 mths ago
- 29
- Account Changes

How to Submit a Downgrade

Contents Step 1: Use the Downgrade/Upgrade Calculator Step 2: Submit the Downgrade in Salesforce Step 3: Add Billing Context Step 4: Automatic Slack Notification This guide covers how to submit a…
- updated 2 mths ago
- 19
- Account Changes

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