Replace Phone Field into the It Service Contract and eSign it in minutes

Aug 6th, 2022
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How to Replace Phone Field into the It Service Contract

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hey guys im prince rich with rich technology group and in todays video we are going to talk about the work around how to switch your phone service to any hosted phone system provider in the united states while still in contract and without breaking your contract terms now let me explain a couple of things here this video in the tips that im going to go over here in the tactic specifically applies only to people that are currently using analog phone lines so if youre already lets just stop for a minute if youre watching this and youre already using a hosted phone system provider say like nextiva or start a store or ring central or bondage you are going to have some contract terms if youre most of those carriers are on a month to month but if you took uh advantage of some specific promotion that they had whether it had been free equipment or you know first six months free or or you know half price on the rate or something like that but you had to abide by a contract this doesnt

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From Service Setup Home, enter App Manager in the Quick Find and select App Manager. Click the dropdown next to Service and click Edit. In the Available tabs list, select Entitlements and Service Contracts. Click Add.
On the Related tab of a sales agreement, on the Products related list, click Add Products or Add Category.
Enable Entitlements in Salesforce CPQ From Setup, in the Quick Find box, enter Entitlement Settings , then select Entitlement Settings. Select Enable Entitlement Management. Select the entitlement features you want to activate or deactivate. Save your changes when youre finished.
Create a Service Contract Click the Service Contracts tab. Click New and enter the service contract information. Account Name: enter Edge and select Edge Communications from the lookup list. Start Date: select todays date (Tip: Click in the field and select todays date from the calendar popup.)
Service contracts are agreements between you and your customers for a type of customer support.
See all your contracts in one place and request updates to your Salesforce org with the new Your Account app.Manage Your Contracts with the Your Account App Launch the Your Account app. Click View Contracts. If you have more than one contract, locate the contract you want to review or update.
Service contracts in Salesforce represent a customer support agreement between you and your customers. You can use them to represent subscriptions, service level agreements (SLAs), and other types of customer support.
To contract your opportunity, select Contracted on your opportunity record, and then save your changes. By default, Salesforce CPQ creates a contract for each group of subscription products with matching end dates. Salesforce CPQ then creates a subscription record for each of your subscription products.

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