B2C Checkout Process

The B2C Checkout Process: In order for your sales to be calculated and tracked correctly in all programs, you must be logged into the Employee Console to access the Engage Checkout page.

The Employee Console centralizes the access to the multiple daily systems Member Services Associates use each day such as our Legacy Platform, Recurly/Accounting, Salesforce and ScheduleOnce Booking.

To enable your Salesforce Checkout Page

Begin every day by logging into the Employee Console:

1. Login: app.advisorycloud.com/login

To Close a Sale:

1. 1. Click the Console Checkout button in the Salesforce record.
  2. Select Plan:
    - Legacy Quarterly
    - Legacy Annual
    - Starter Quarterly
    - Starter Annual
    - [Professional Annual - Not offered by AEs at launch.]
    - [Premier Annual - Not offered by AEs at launch.]

NOTE: If you have a solid business case to extend the Legacy Membership offering (3 advisory boards for $350/quarter or $950/annual) to secure a sale, please present it to Jeff or Scott with a request for approval before submitting.

3. Update SalesForce

1. 1. - Close Call Direction - Select appropriate option

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