A: The opportunity needs a product under the product type "Subscription", a popup will give you the option to create a subscription when the opportunity is moved to a 100% phase. This new order will then be counted as the first order that this subscription creates.
Articles in this section
- Q: Is it possible to have both Gmail and Office 365 mail active in the same account?
- Q: How do i convert an opportunity into a subscription?
- Q: How many rows can you export at once?
- Q: Why can I not see an opportunity anymore after moving it on the sales board?
- Q: Can I manually add a person to a segment?
- Q: Can I merge companies in Upsales?
- Q: Can you add a checklist to orders (100% phase)?