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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
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Internal note
Internal description that will not be added to exports or notifications.
Attachments
Files attached to the contract.

Contracts

Classification

Last modified 2yr ago

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.