Sell a package to a client
Who can do this: Team members with access to Packages Where to find it: Apps › Packages › New Package Sell a package to a client from the…
Who can do this: Team members with access to Packages
Where to find it: Apps › Packages › New Package
Sell a package to a client from the Packages list.
Before you start
- Create at least one package template first.
Steps
- Open the Apps launcher (the grid icon in the top bar) and select Packages.
- Select New Package.
- Choose the Client and the Package Template. Both are required.
- Set the Purchase Date, then save.
Result
The package appears on the client’s profile and in your Packages list.
Tip: You can also sell a package from a client’s profile or add one to a sale.
FAQ
What does Mark As Demo do?
Mark As Demo flags a package as a demo.
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