Postpone the project
Postpone an order
When the project is postponed due to customer's request, follow the next step to postpone the project.
https://gyazo.com/5287796cafc6317e8ccf96db3b1d446f
Change the status and due date on AirTable
Change status and due date on Asana
Change due date on cash flow
Change status on HubSpot deal to Postpone
Add task to Asana
Change the status and due date on AirTable
https://gyazo.com/f5ff21784bbec76cfd2f55a170aa14eb
Change the status to "Postponed" and change the Due date depending on the communication with the customer. Even if you don't know the practical date of closing, guess the date and assign the date
Change due date on Asana
https://gyazo.com/e0667440f9e2dc8fa7b8ffb0777ddc5a
On Asana, go to "Progress" and change project due date
Change due date on cash flow
If the sales is estimated on cash flow, guess the date of cash up and change the cash up date. Suppose the project starts mid of September ending end of October, set the cash up date of advance on 20 Sept, remains on 10 November.
Cash up date can be changed depending on the progress of the project.
Change status on HubSpot deal to Postpone
https://gyazo.com/4e2079d0f591b80609ca6b22c69e88f1
https://gyazo.com/26dd04868bc3bc758d6b5dbfaaf8d68d
Change the deal to Pending.
Add task to Asana
https://gyazo.com/537826a8edc5fe1bf8ef96be4d7dda25
Add new task "Confirm the project" on Asana and assign a person and date.