Step 0: Log Product Swap as tactic in Renewal Opportunity

Create a Catalyst Note using the~~~~“RetentionTactic: Additional Access Pitch” template. Reminders: • Tie this to upcoming renewal opportunity • Updating Meeting Date to when the tactic was offered • All customers whom PM have sent out~~~~“Invitationto Gem’s Product Swap Program” should have a logged note • For questions around tactic names, ask~~~~@Charlie Lfor more details if confused. Wewent through consolidating several tactic names to streamline reporting.