Ex-Clients

What this page is for

Ex-Clients lists people whose membership relationship has ended. Use it for win-back, closure review, dues cleanup, and history lookup, not for new duplicate lead creation.

Who should use it

Sales, retention, manager, finance

Where to find it

/client-management/ex-clients

Before you start

• Open the existing profile before creating a new opportunity. A returning ex-member should usually keep the same person record.
• Check cancellation reason, last plan, unpaid invoices, refund/credit-note history, access events, and past notes before making a new offer.
• Use a new opportunity or POS sale on the same profile when the ex-client returns.
• If the customer disputes the old exit, review Audit Trail, transactions, cancellation records, and messages before changing state.

Daily workflow

• Filter or search the ex-client, open profile, review why they left, and decide whether to call, message, or mark no further contact.
• For win-back, create an opportunity with expected plan, owner, stage, and next task.
• For reactivation, complete a fresh POS sale or approved subscription lifecycle action instead of manually editing old records.

Watch out

• Do not delete old membership, payment, or cancellation history. It is needed for finance, dispute handling, and future sales context.

Related help

• Use the left menu to open related pages in Memberships and Payments.
• Use Ask Docs for questions that are already covered in this public documentation.