How do I process a cancellation?

Go to the HubSpot contact record of the agent cancelling and create a new ticket.
Fill out as follows:
Ticket name - First and last name of primary account holder, with their iPro number in Parentheses, a dash, and the words "Cancellation Request".
Pipeline - Cancellations
Ticket Status - To Process
Source - As applicable
Ticket Description - A brief summary of whatever the reason for cancellation, if any. Refund requests should also be noted here.
Ticket Type - Task
Create Date - Today's date
Click "Create". The system will then automatically assign the ticket to Tiago in Sales to process appropriately.

Cancellation procedure