Create a Subscription Product any time you identify or pitch a proposed upsell for a client.
Upon creation, move the Stage to Proposed using the ‘Mark Status as Complete’ button.
If a Subscription Product is in Proposed, it will show on this Salesforce Report (https://optimize.lightning.force.com/lightning/r/Report/00OHp000008FrORMA0/view).
Adjust the Product Signed Date field to reflect when you believe the Subscription Product will be able to move into the Verification Stage/follow-up is required.
Once the first payment is received, Onboarding appointment is scheduled, and contract is received, the Stage can be updated to Verification.
Managing a Proposed Product
Continue to adjust the Product Signed Date field in accordance with the next time a client follow-up is required or when it can be moved to the Verification Status.
Any past due dates will not be considered a current Proposed Subscription Product
Progress/Plan notes can be added to the Posting section of the Proposed Product
If a Proposed Product is no longer an opportunity, Status needs to be changed to Declined.
Once Declined, this will show within the Client’s Subscription for future reference that this Product was pitched or if you want to re-pitch this Product in the future.