What happens to a membership in the Expiring Memberships tab once it is renewed?

• A. It remains until the customer cancels
• B. It is marked as inactive
• C. It is removed from the tab
• D. It remains until it is added to a renewal estimate marked/sold/converted

Answer: (D)

When a membership is renewed, it remains in the Expiring Memberships tab until it is added to a renewal estimate that is marked, sold, or converted. This allows for a clearer tracking of memberships that are actively considered for renewal and ensures that the historical data connected to the membership is retained for management and reporting purposes. By keeping the membership in the tab, users can still see its status and details until the renewal process is fully completed through the necessary actions within the system.

This option reflects the operational workflow within ServiceTitan, ensuring that all memberships that are in the process of renewal can be monitored effectively until they reach a finalized status.