Adding a New Subscription Record in Zendesk Sell
How do I add a new subscription record in Zendesk Sell?
To add a new subscription record in Zendesk Sell, you first need to activate the subscriptions feature. Once activated, you can add a subscription to an existing contact.
To do this, navigate to the Contacts section on the sidebar and open the contact you wish to add a subscription to. In the Subscription widget on the right side, click 'Add (+)' and fill in the subscription details, including currency, monthly billing amount, and the subscription period. The details will be immediately visible on the contact's record. For more information, check theoriginal link.
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How can I change or edit an existing subscription in Zendesk Sell?
You can change or edit an existing subscription in Zendesk Sell by accessing the Subscription widget on a contact's page. This allows you to update the MRR or other subscription details. To change the upcoming MRR, open the contact's page, click…
What is a subscriptions smart list in Zendesk Sell and how do I create one?
A subscriptions smart list in Zendesk Sell helps you track when subscriptions are ending and whether they are increasing or decreasing. To create a smart list, go to the Contacts page, click '+ Field', and add columns like Current MRR, Upcoming…
What are subscription tags in Zendesk Sell and how do they work?
Subscription tags in Zendesk Sell provide a quick overview of a subscription's status, such as whether it's new, expanding, or renewing. These tags are automatically assigned based on the subscription details you enter. For example, 'New business'…
How do I remove a subscription record in Zendesk Sell?
To remove a subscription record in Zendesk Sell, navigate to the contact's page and use the Subscription widget. Find the subscription record you wish to delete and click the Trashcan icon. Confirm the deletion in the dialog that appears. This…
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