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.

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