25, September, 2024
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How to Cancel Monday.com CRM Account Subscription
Biography
Anna Rodriguez is a CRM consultant with 4 years of experience in helping businesses across various industries select, implement, and manage their CRM systems. She is skilled in CRM system customization, data migration, and user adoption strategies. Anna is passionate about helping businesses unlock the full potential of their CRM systems and fostering a customer-centric culture within organizations. She constantly keeps on top of the newest industry trends and holds a Bachelor's degree in Information Technology.
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Biography
David Lee brings over 3 years of CRM experience to the table, with a proven track record of success in helping businesses leverage technology to achieve their customer relationship goals. He is a data-driven CRM strategist with a keen understanding of how to utilize CRM systems to gain actionable customer insights and personalize customer interactions. David is a regular contributor to industry publications and frequently speaks at CRM conferences, sharing his knowledge and best practices with the CRM community. He holds a Master's degree in Business Administration (MBA) with a specialization in Marketing.
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Latest Update:
Sep 16, 2024, 8:45 am
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Quick introduction:
Canceling your Monday.com account is a straightforward process that will need just a few minutes to complete. Following the platform-specific procedures and guidelines is important to ensure a smooth process to delete your Monday account.
This article offers a step-by-step guide that will help you to cancel your Monday account subscription. Let’s start.
Steps to Cancel Monday CRM Plan Renewal
Before you start the process to close your Monday account, note that only an admin can delete the account. Make sure you have admin access rights to close the account. This guide will help you delete the web version of your Monday.com account.
Step 1
Log in to your Monday.com account using your username and password details.
Click on your profile picture or profile icon displayed in the top right corner of the screen.
Source: Personal Screenshot
Step 2
Then, click the ‘Administration’ option on the left side of the menu.
Source: Personal Screenshot
Step 3
Select the ‘Billing’ tab from the left panel of the window.
Step 4
Next, click on the ‘Close my account’ button available on the right side of the screen.
Source: Personal Screenshot
Step 5
The platform will ask you whether you want to save your account data so that you can access it later. If you don’t want to save your data, select the ‘Delete my account data’ option.
Once this is done, your account will be closed.
Source: Personal Screenshot
Tips & Tricks to Delete Monday Account
Before you close your account, it is recommended to follow a few key steps to ensure a smooth process and mitigate any potential issues related to Monday accounts.
Whatever the reason for canceling, here are some important things to remember when you cancel plan renewal:
- Review Cancellation Policy: Understand any fees or notice periods associated with your Monday account.
- Backup Data: Ensure you have a copy of all important information before you close your account.
- Communicate with the Team: When you decide to delete the Monday account, notify stakeholders and team members about the cancellation.
- Check Contract Obligations: Fulfill any minimum term commitments or payments, else you have to wait for the next billing date if you have a paid account.
- Initiate Cancellation: Follow Monday CRM’s cancellation process and cancel plan renewal process.
- Provide Feedback: After you cancel your account as an admin, share your experiences if prompted.
- Verify Cancellation: Cancel your account, cancel plan renewal, and keep records before you delete your account permanently.
- Plan Transition: Prepare to switch to alternative solutions before you close the account completely.
- Monitor Billing: Ensure no further charges are incurred by navigating to the billing section.
- Follow Up on Data: Confirm account data deletion such as profile picture, email, etc., if necessary.
All CRM platforms have a data retention policy; so make sure to read it carefully, whether you use the web version or the desktop app for Monday.com account subscription.
When you decide to delete your account, you can contact support for assistance and to understand the relevant terms and conditions. You can also ask about any payments due for the next billing cycle to be able to close your account successfully.
Delete Your Monday Account Data Carefully
We hope this guide will help you cancel your Monday CRM subscription easily. When canceling your Monday account’s paid subscription or free trial version, remember to review policies, delete billing details, communicate with the concerned team members, delete your profile picture, create a data backup, and plan for the transition to alternative solutions.
Confirm the cancellation, monitor billing, and follow up on data deletion if required to ensure a smooth process.
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