If you have access to the Sales CRM, you have access to creating packages for your users. Below is the 'Create new page' screen and what each section means.
Account: This will show the name of the account where you are creating the package.
Contact: You will select the contact name from the drop-down menu. *The contact will be the account name*
Package Type: Premium single means you are purchasing a single credit. Premium Subscription means you are purchasing a subscription of 4+ credits for your client. Subscriptions will add the selected amount of credits to the account balance each month.
Plan: Select the plan that the credit falls into. Community, Lifestyle, Entertainment, Professional, Enterprise.
Number of Events: How many credits are you purchasing? This will default to 1 credit but you can add any number into this box.
Syndication: This defaults to 'Unlimited'. You do not need to change this section unless the pricing structure you discussed with the Evvnt team requires you to do so.
Currency: This will default to your country's currency.
Price per Event: Determined by your pricing structure, the price per event will display based on the plan you have selected.
Contract Term: 12 months. Credits and Subscriptions have a life of 1 calendar year.
Discount: If you are purchasing 10+ credits for a customer you can provide them with a discount. The options are 10%, 20% and 30%.
Notes: If you need to leave any notes based on the purchase, use this space!
Close Date: This is the date the credits were purchased.
Replenish Cycle: Only used for subscriptions. This tells you the time frame for the subscription to replenish itself.
Replenish Date: This is determined by the close date. (Ex: A subscription is purchased on Oct 25. On Nov 25, the subscription will replenish and add more credits to the customer's account.)
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