Ability to add new transactions to LRM after a churned transaction has been entered

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  • Updated 3 weeks ago
Right now, if a churn transaction is added to a customer record, you cannot add subsequent transactions because the customer is no longer Active. This is plenty sensible, but it doesn't factor for "boomerang" customers who churn and the return as active customers or customers that purchase multiple products and churns from one and not others.

To add subsequent transactions today, you have to change the churn transaction to something like "Renewal with downsell; $0 opportunity", and then you can add a New Business transaction to track the new subscription. 

This solution works ok, but it would be more intuitive to be able to add transactions subsequent to churn transactions that would reactivate churned customers.
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Pele

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Posted 3 weeks ago

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