Creating packages: Fields Explained?

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.)