How do I cancel or withdraw a customer project?
If a customer no longer wants to move forward with their project, please follow the steps outlined below.
If a project is withdrawn using the below process, the customer has 7 days to reinstate their project; after 7 days, the customer's credit approval is no longer valid. If the customer would like to continue the project after the initial 7 day window, the customer will be required to re-run the credit application. This is a second hard pull of the customer's credit.
How to cancel/withdraw a project
- Click on the Customer Tile
- Click the Edit icon next to Details
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- Click the Status dropdown and change to "Project Withdrawn"
- Click Save
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Note:
- Withdrawing a deal removes it from your active pipeline.
- To re-initiate the account, please call Sunlight Support.