Course curriculum

Click the blue button above to start or resume this course

  • 1

    Subscriptions

    • Quotes: How to build and send a quote to your customer.

    • Quotes: What the customer sees and quote accepted process.

    • Subscription: Create a subscription without a quote.

    • Invoices: What the customer sees (Mail).

    • Subscriptions: How to manage a subscription.

    • Subscriptions: How to bill hardware today and start subscription at a later date.

    • How to bill immediately for non quote based opportunities.

    • How to cancel a subscription in Salesforce

    • How to void an invoice in Salesforce