Process · Subscriber setup

Subscriber setup

Confirm the customer account and contacts before starting recurring work.

Step by step

Find the subscriber Sales Rep

Sales Rep checks the existing account by name and account number before creating a new party. A customer that is also a supplier remains one party with the appropriate type.
- Uses the intended customer party
- Updates Subscribers
Confirm contact Sales Rep

Sales Rep checks the buyer and accounts payable contact, including which person is primary for the next commercial conversation.
- Links the buying and billing people
- Updates Contact persons, Subscribers
Assign ownership Sales Rep

Sales Rep records the account owner and schedules the next activity with a due date.
- Makes follow-up responsibility visible
- Updates Subscribers, Activities
Check commercial context Sales Manager

Sales Manager reviews credit hold and terms if a new order will follow. The team can then use the same subscriber on the contract and order.
- Establishes the account context for the next order
- Updates Subscribers, Credit exposures

And how to keep it from happening.

A duplicate party splits order and invoice history. Search the existing customer record before a new account is added.
A buyer and a billing contact can be different people. Check the contact role instead of assuming the primary contact handles payment.
A changed delivery address matters to an order already being prepared. Confirm the destination with Fulfillment Lead before packing begins.

Sales Rep: Owns setup; Sales Manager handles a commercial concern; Subscription Manager uses the confirmed party on the agreement.

Start free, then use Proto to change fields, steps and approvals before your team goes live.