Adding Plans to Existing Customers
Adding Plans to Existing Customers
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Managed Introduction
You can add additional plans to your existing customers whenever the need arises. Additional plans will be coterminous with the original subscription date.
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1
Click Customer List in the left hand side navigation menu
Locate customer
Click ... in the More Actions column
Click View Plan
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2
Click + Add Plans
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3
Click Add Plan to add more products
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Select Base Plan from the drop down menu
Use the up/down arrows to select quantities
Click Continue
Click Terms & Conditions
Click Submit
Click OK
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