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.