Manage customer subscription plans and billing directly within Sugar through this integration with SubscriptionFlow
Usage
Link a Plan With an Opportunity
- Navigate to your “Opportunities” inside SugarCRM and select the one you wish to link to a plan. With SubscriptionFlow configured you should see a “Link Plans” button at the top of the opportunity. Click on it to open up a pop up window.
- From the pop up window select a product and a plan from your SubscriptionFlow account.
- SugarCRM will load the details of the selected plan and allow you to set a quantity for this order.
- Click save to successfully link the plan to this opportunity.
Create a Subscription for an Opportunity
- Click the “Create Subscription” button on the top right corner of your opportunity.
- Select the subscription type i.e. Termed or Evergreen. In the case of termed subscriptions also choose a start date.
- Next select the initial term and whether you wish the subscription to auto-renew.
- The “Remove” button lets you exclude any plans linked to the opportunity that are not part of this subscription. Select product quantity where applicable and click save.
- You should get a success message indicating that a subscription has been created inside SubscriptionFlow.
- The subscription created inside SubscriptionFlow is also visible through SugarCRM.
- Similarly, you can find the invoice linked to this subscription inside SugarCRM as well.
This way you can manage leads and subscriptions side by side using the powerful SubscriptionFlow SugarCRM integration.
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