When you have Cancel/Saves, regardless of the outcome, chat the Bitrix Link to Scott for now. We are creating a system to create a Cancellation Report so we understand the trends & create a gameplan to address these cancellation trends.

Examples on what to send:

"simplebiz.bitrix24.com/crm/deal/details/43299/ - Saved"



"simplebiz.bitrix24.com/crm/deal/details/42079/ - Cancellation"

The following Fields is now visible in Bitrix's Project Manager View

Accounting

• Bill Date
• Cancellation Date

Launch Checklist

• Launch Call Done?
• Yes
• Pending
• Client doesn't answer calls, but communicates by Email
• Unresponsive
• Launch Call Date
• Alternate Domains to Keep

If you have multiple files to Attach in Mojo, please zip them together before attaching them to the ticket.

History Keeping & Detail Documentation becomes important when issues arise. As we can instantly resolve escalations and issues knowing what happened & instantly identify our next step.

Here's one example today:

Bob is asking who this client is.