From time to time, you will run into cases where customer has a multi-year(s) subscription. This is only possible if a subscription is purchased through Sales, since there's no option to make a multi-year subscription from CustomersDot.
To check whether the customer has a multi-year subscription:
Close datein the recent past
quotes→ click on the most recent quote
Renewal Term, this show the subscription term for the quote in months
After confirmation and before generating a new license with a proper
Start date and
End date for the customer, please ask the customer for their system information using the ZenDesk
Subscriptions::Active Users macro.
Users over license, proceed to generate the new license.
Users over license, confirm that they are accounted for in the quote. Otherwise, follow the Working with sales workflow. We can generate a new license once the
Users over licensehas been paid for.