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#Active Subscriptions0 debatiendo

I've generated a report to ensure the Active Contacts with renewable products always have a new Renewal Opportunity created for the next annual period.  However, I've run into cases where we booked a Renewal Opportunity and an Order was created, but new Contract was NOT created for the renewal period.  Is there a report I can generate to find all Closed Won Renewal Opportunity that did not result in an Contract being created?

 

#Opportunity Renewal Management  #Contracts Object  #Opportunities Pipeline  #Active Subscriptions  #Order Management

1 respuesta
  1. 15 feb 2024, 22:48

    How are you tracking "Contracts"?  Is that a standard or Custom Object record that is connected to the Opportunity record via a Lookup(Opportunity) field or something like that? 

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Hello,  I am working on Asset Subscriptions. Our company asset has 2 subscriptions related to 2 different products. When I create a report to show all asset subscriptions, it shows only one of the subscriptions: current subscription. My question is: can one asset have more than one Current Subscription? Also  how can I create a report type that will show Account, Asset and Subscription data, including all asset subscriptions? Thank you! #Salesforce CPQ & Billing

 

@Salesforce CPQ

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3 respuestas
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If you use Knowledge Base articles for case deflection, have you found an out of the box solution to link the access to those articles to a customer's actively owned products?  If not out of the box, did you configure a customized link?  #ServiceCloudWelcome  #Knowledge Articles  #Active Subscriptions 

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