Trial Account Cancellations

There has been a change to how we need to process this type of call.

 

If you have a caller that is wanting to cancel their account while it is still under trial you will now need to do the following.

1. Inform the customer we will have the account canceled by the end of the day.
2. Create a ticket, do not cancel the account.
3. Assign the ticket to the bucket “Save Trial”
4. Thank your caller for calling and end the call.