FAQs in this section
How do I add a subscription from a quote?
Table of Contents
Yes, you can. You can add a subscription from a quote with the More button. This option provides a way to add subscriptions from scratch.
Follow these steps to add a subscription from the More button in Quotes:
- Click the Main Menu.
- Go to the Sales tab.
- Select the Quotes module.
- Select and open a quote.
- In the Summary View, click the More button on the right-hand side top corner of the screen.
- Click Add or Create button.
- Click Subscriptions.
- Enter all the necessary details.
- Click Save.
This newly created subscription is linked to the selected quote. It is visible in the Sales Ops widget in the Summary View of the record.To know more about Subscriptions, click here.