CSS Name

First Name

Last Name

CSS Alias

Please enter your v- alias

Date of interaction

Please enter the date that the customer communicated their end of term decision

YYYY

Customer/Business Name

Customer Email

Customer Phone Number

Customer Order or Agreement Number (if available)

Customer's Ship-To Address (Upgrades & Returns Only)

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Was a new quote created for the customer?

Yes

Customer Decision

If the customer did not provide a decision but rather requested more information about their agreement, please select "Simple Hand-Off".

Simple Hand-Off (Follow-Up needed by LiftForward)

Early Upgrade

Upgrade at End of Term

Return

Buy out

Buy Out + New Order

Additional Comments

Please add any additional comments or details you would like to share in the field below.