Mark a subscription as ended
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What to do when a recurring customer cancels, without rewriting what the deal was worth.
When a customer on a recurring deal cancels, open the lead and, in the Deal block, use Mark as ended and enter the day it stopped. From that day the deal leaves the Active MRR and ARR on the Recurring revenue tab.
- The amount the deal was won for does not change, so the month it was won still reports the same revenue.
- Still running clears the end date if it was set by mistake.
- A fixed term that has run out is not ended on its own, because the lease may have been renewed. Ending is always a person's decision.
- A renewal on new terms is best recorded as a new lead with its own value.