How to Create a Subscription

Easily Create Subscriptions

Click on the ‘Subscriptions’ app which is located in the Sales Cloud in the App Drawer screen.

How to Create a Subscription

Fig. 1: CloudOffix App Drawer page, Click the Subscription App to begin.

The Subscriptions in the system can be viewed either in list or Kanban views in the Subscriptions Dashboard. Click ‘New’ to create a new subscription.

How to Create a Subscription

Fig. 2: The Dashboard and the ‘New’ button

Complete the customer and subscription template fields which are mandatory.

How to Create a Subscription

Fig. 3: Mandatory Fields

Select a subscription template from your list or create a new template.

How to Create a Subscription

Fig. 4: Subscription Template

The Date Start and Date End fields automatically update in accordance with the period of the subscription template.

How to Create a Subscription

Fig. 5: Subscription period Start and End Dates

Add the Subscription Product by clicking ‘Add an item’.

How to Create a Subscription

Fig. 6: Add the subscription product

Click the ‘Save’ button located on the top left of the screen to save the subscription.

How to Create a Subscription

Fig. 7: Save Subscription

Click the ‘Send by Email’ button located on the top left of the screen to send the subscription details to the customer.

How to Create a Subscription

Fig. 8: Send by Email button

The compose Email screen will pop up, with all necessary fields filled on your behalf and the subscription details at the attachment for customer perusal. Click ‘Send’

How to Create a Subscription

Fig. 9: Compose Email

Once everything has been completed, Click the Start Subscription’ button located on the top of the screen.

How to Create a Subscription
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Fig. 10: Start Subscription

If the customer wants to upsell the subscription product before the period expires, click the upsell button.

How to Create a Subscription

Fig. 11: Upsell

Enter the details on the pop up screen. Select the Opportunity Action and if it is to be attached to an existing opportunity, select the existing opportunity from the drop down list on the right of the screen. Select the Product details, and click ‘Create and View Quotation’

How to Create a Subscription

Fig. 12: Upsell details pop u screen

NOTE: Creating an opportunity record is optional, which occurs in both renewal and upsell. If you do not want to use it, the "Create Opportunity" option is disabled from the “Settings" in the “Configuration" menu in the subscription application.

When the time has come for subscription renewal, just click the ‘Renewal Quotation’ button.

How to Create a Subscription

Fig. 13: Renewal button

The pop up requires an action to create a new opportunity or attach to an existing one.

How to Create a Subscription

Fig. 14: New or Existing Opportunity

The status bar shows that the subscription is ‘In Progress’.

How to Create a Subscription

Fig. 15: Status Bar

Congratulations! You have just created a subscription!