New to CRM and I'm tasked with trying to capture our Accounts Subscription Timeframe/Fee/Application in CRM.
We have an opportunity we won, the account has a 2 years subscription for a specific production, when the 2year time frame is up and they need to renew subscription, would this be a new Won Opportunity that would have to be generated and the Est. Close Date be when the Subscription is up?
Again, I'm New to CRM and my company is new to using CRM the way it should be used. So i'm trying to figure out how to go about capturing this information the correct way. If anyone could provide assistance or point me to a Document or video that deals with what i'm tasked with, I would appreciate it.
Thanks.