Activating and deactivating subscriptions in Sell

What's my plan?

Note: You must be an admin to activate or deactivate this feature.

Subscriptions are helpful for both sales reps and managers to forecast, and gain insight into the monthly recurring revenue (MRR) in the pipeline of a sales rep. You can create and export a customer smart list in a .csv file, that includes valuable information such as: the current MRR, upcoming MRR, and the subscription end date. Sales reps can also use subscription smart lists to see ahead of time when their customers' subscriptions are about to end.

On the customers contact page, the subscriptions widget includes the customer's current monthly subscription rate and the end date; it also includes the upcoming subscription, its status (for example, whether it is increasing or decreasing in value from the current subscription), the start and end dates, and browsable historical MRR data. You can also change and add subscriptions directly on the Contact page of a customer, and you can just as easily deactivate the feature if your business model changes.

For more information on activating the Sell subscriptions feature, creating Contact smart lists, and changing and adding subscriptions, see Adding and managing subscriptions in Sell.

This article covers the following topics:

• Activating the subscriptions feature
• Deactivating the subscriptions feature
• Reactivating the subscriptions feature

Related article:

• Adding and managing subscriptions in Sell

Activating the subscriptions feature

Activating subscriptions allows sales reps and managers to gain an overview of the monthly recurring revenue (MRR) that's in the pipeline of a sales rep. It also provides extra fields that you can add to smart lists for more insight. When you activate subscriptions, the feature will be visible to all Sell users.

To activate subscriptions

1. On the sidebar, click Settings ().
2. Under Customize, click Subscriptions.
3. On the Subscriptions page, click Activate Subscriptions.

Deactivating the subscriptions feature

If the business model of your company is no longer subscription based, you can remove the subscriptions feature so it's no longer visible to your users in Sell.

Removing subscriptions does not remove the data. If you deactivate this feature, the subscription widgets and fields are removed from view, and the subscription fields, in the list of fields that you can add to a smart list, will not be visible. However any subscription columns that were included in smart lists will remain.

To remove the subscriptions feature

1. On the sidebar, click Settings ().
2. Under Customize, click Subscriptions.
3. On the Subscriptions page, click Deactivate subscriptions.

Reactivating the subscriptions feature

If your business model has changed back to a subscription-based model, then you can reactivate the subscription feature. Reactivating the feature makes the subscription widgets and fields visible, and makes all of the data that was previously used for the feature available.

The procedure for reactivating the subscriptions feature is the same as activating the subscriptions feature.