Updated August 13th, 2025 by Paul Buckland
Key CRM Terms Explained
Understanding a few core CRM terms can make it much easier to manage deals, buildforecasts, and use automation tools like ScaleXP. Below are the most important definitions,with a simple example to tie them all together. Pipeline A pipeline is a series of steps that a deal moves through — from initial contact to closing.Most businesses have separate ...
0 min reading time
Updated August 19th, 2025 by Paul Buckland
ScaleXP Invoicing: How to Handle Churned or Lost Customers - in mid-term cancellations?
Churn is an unavoidable part of any subscription or recurring revenue business. This article outlines two options for marking a customer as 'Lost' when they cancel mid-term, if you use ScaleXP Invoicing. If you are looking for how to mark a customer as lost at the end of their term, you can follow the process below or cancel their renewal. Summary...
2 min reading time
Updated August 27th, 2025 by Paul Buckland
Stripe - Importing Meta Data
Add the metadata in Stripe Create two fields (e.g., Region, Customer Segment). Stripe’s help centre has a step-by-step guide here. Make sure Xero or QBO is set up to receive the metadata You just need to make sure the metadata fields match the tracking categories. See the Xero help article on how to set up tracking codes, or the QuickBooks articles ...
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