Allow Subscription at the Organization level
Kelsey Budd Posts: 1
edited July 2022 in Ideas and Product Feedback #1
Currently, subscriptions can only be setup at the deal level. However, we track numerous service contracts that would be helpful to track at the organization level so that we can monitor when the expiration of the agreement will be and automate reminders to our reps 6 months before and 3 months before so they can engage with the customer to renew.
Mike van der Valk Posts: 4,052edited February 2021 #2
Hi @Kelsey Budd
Thanks for the suggestion, I'll pass it on.
For now it's really best to have a deal per contract so you can properly track the value in your statistics as well. You can set up activities as reminders to check with the customer about a renewal as well.
Nonetheless, passing it on to our team working on it!0