From time to time, you will run into cases where customer has a multi-year 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, which shows 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.
Start date: 2021-05-01and
End date: 2022-05-01would become
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.