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Subscriptions

Subcriptions management.
With the evolution of the Digital Market, companies are forced to acquire subscriptions. This module serves to manage digital or non-digital subscriptions. Below you'll find a list of examples of subscriptions:
  • Brand registrations and renewals
  • Domain registrations and renewals
  • Accommodation registrations and renovations
  • Program/software registrations and renewals
  • Warranty registrations and renewals and warranty extensions
  • Registration and renewal of licenses

Subscription Fields

In order to be able to manage subscriptions with some accuracy, it's important that you fill out the subscription fields presented in the table below:
Field Name
Description
Company
Assign the contract to one of your companies.
Associate to
You can associate the contract with a client or with a subscription.
Contact
The customer's primary contact for the respective subscription.
Pipeline
Which pipeline it’s associated with.
Status
What the status of the contract is.
Nº Sales Opportunity
Number for those who want to identify a number, for example, from the ERP.
Type of Subscription
Type You must first configure the subscription types.
Start
Subscription start date.
End
Subscription end date.
Renewal
Periodicity of subscription renewal.
Description
Description of the subscription.
Manager
To whom the subscription is assigned internally.
Departments
Who has access to the subscription.
Teams / Collaborators
Who has access, whether user or team.
Followers
Internal note
Internal description that will not be added to exports or notifications.
Attachments
Files attached to the contract.