Navigation: Home » Service Plans » CRM Products
Hosted CRM plans are created through powerful Service Plan Wizard. To create a hosted CRM plan, navigate to following path:
Note: You can also edit existing hosted CRM plans by clicking on the Edit link.
Click Add New Product button. When the page loads, you will see the following settings.
Product Type: Select CRM Hosting Product from the drop-down list.
Product Name: Enter the name of your product.
Provider: Select CRM 4.0/CRM 2011.
Server Group: Select the server group where this service plan's user accounts will be setup.
Product Comments: Enter any comments you want to associate with this product. These comments show up on the store-front when this product is selected.
Is Active: Select No if you want to disable this product selling.
Allow Prorate: Select Yes if you want to allow pro-rated billing (applicable only if billing system is in Pro-rate mode).
Associate Addon: You may want to associate add-on with this product. Your choices are:
Optional
Required
Suppressed
Once you click the Next button you will be presented with series of forms to configure your product.
Resources: On step-2 you will set the CRM resources for the plan.
Payment Cycles: This form lets you select Payment Cycles for the plan. You must select at least one payment cycle and payment group.
Select the payment cycle and click right arrow button to move it to Selected Cycles list.
Select the payment group and click right arrow button to move it to Selected Payment Groups list.
Price Group: This form lets you set prices for the Payment Cycles and Payment Groups you have selected in the previous step. Here you may set:
Setup Price
Price
Discount
Enter prices in each box.
Possible Product Upgrade / Downgrade: Here, you can configure the upgrade and downgrade behavior of this product. When a product is purchased, your client may perform upgrade/downgrade from their control center without your involvement.
Associate Addon: This form lets you associate add-on with your hosting plan. Your client may buy these addon using online store or order them through their customer control center.
Click Finish button to complete product setup.
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