Last updated: October 13, 2020
As a HubSpot partner, it is important to reach your clients nearing their renewal dates. You can decide to let HubSpot send renewal notices directly to your clients or own the renewal process yourself.
There are two ways you can update the owner of the renewal process for your clients:
Set the default renewal communications owner for all clients.
In the left sidebar menu, navigate to Partners.
In the Communications section, under Client renewal communication owner, click the Select renewal communication owner dropdown menu and select your default renewal owner for all clients:
These steps override the default setting above and works on a per client basis.
In your HubSpot account, navigate to Partner > Dashboard.
Hover over the client you want to update and click the Actions dropdown menu, then select Client details.
In the right panel, click the Renewals tab.
Default setting: the renewal owner will be as per the default setting. The details will be stated under Current default settings. Learn how to update your default setting for this.
HubSpot: all notices and reminders of any upcoming renewals will be sent directly to your client's decision maker. To copy a user in these notices and reminders, click the Select partner user to be notified dropdown menu and select the user.
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