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
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:
Assign the contract to one of your companies.
You can associate the contract with a client or with a subscription.
The customer's primary contact for the respective subscription.
Which pipeline it’s associated with.
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.
Subscription start date.
Subscription end date.
Periodicity of subscription renewal.
Description of the subscription.
To whom the subscription is assigned internally.
Who has access to the subscription.
Teams / Collaborators
Who has access, whether user or team.
Internal description that will not be added to exports or notifications.