Video 1.10: Find subscriptions with upcoming renewal
You can view, filter and find subscriptions with upcoming renewals.
- Click Sales & CRM → Subscriptions:
- Click Filter to find subscriptions based on start/end dates, orders, plus users, opportunities and companies:
Bonus tip: Change the account manager filter to filter by logged in user. That way you can share the list with your colleagues which saves them the pain of doing this themselves.