A salesperson wins a quote, the manager activates it, the customer gets a key
Who is involved
| Role | What they do |
|---|---|
| Account executive | Sells the plan on a quote and gets it accepted. |
| Subscriptions manager | Reviews the draft subscription, activates it and hands over the licence key. |
Step by step
- Account executive
Sends a quote with a subscription line and marks it accepted.
What they see:The quote shows Accepted.
- Subscriptions manager
Opens Subscriptions and filters by Draft.
What they see:A new draft from an accepted quote, with the quoted price and seats.
- Subscriptions manager
Checks the start date and activates it.
What they see:The subscription is in trial or active and the first invoice is raised. A licence is issued too when the plan says so.
- Subscriptions manager
Opens the new licence and chooses Get licence key (the person who issues licences does this).
What they see:The key is shown once with a box to confirm it is stored.
- Account executive
Opens the quote or the subscription from their own account.
What they see:Which plan and subscription the quote became. They can read it but not change it.
Who is told what
No message is sent when a draft is created; the manager finds it in the Draft filter. Notices for created and activated subscriptions can be switched on.
Related
- Subscriptions & Licensing
- CRM & Sales Pipeline
- An unpaid invoice is chased, the customer pays and access comes back
- Billing raises an invoice, the accountant issues it, the payment settles it
- Only the administrator rotates the signing key; the manager keeps issuing licences
- One customer for sales, billing and licences
- Subscription invoices are billed through accounting
- Team workflows