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  1. Upsales Help Centre
  2. Sales
  3. Frequently Asked Questions

Q: How do I convert an opportunity to a subscription?

A: The opportunity needs a product under the product type "Subscription":

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Subscriptions require the Subscriptions add-on.

A popup gives you the option to create a subscription when the opportunity is moved to a stage with 100% probability. Turn on Create subscription from this order and click Close deal. If you close the opportunity with the Won button, click Continue to create a subscription instead.

The new order will then be counted as the first order that this subscription creates.

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If the company already has active subscriptions, the popup instead lists them under Update active subscription with. Choose a subscription to add the products to it, or click Create new subscription or Create independent order.

You can also create the subscription later: open the order and click Create subscription.

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