Once you have created your service plan upgrades, you can perform various actions on them. Assigning a Service Plan Upgrade Group, Upgrade Option Group or Option to a Service Plan From the Service Plan Upgrades page, click assign...
Once a lead exists in Sales Manager, you can view its details, edit it, deactivate it, reactivate it, and convert it to a client. Viewing a Lead Click Sales in the left sidebar, then View Leads under I Want To…, to see the list of leads. Click a...
The Verify Payment order module stops an order until Ubersmith finds a payment for the order. Use it before the actions that give the client services, for example before you assign IP addresses or provision a server. The module has no configuration...
The Send Templated Email order module sends an email when an order reaches a step in an order queue. You write the email once, in the action. Ubersmith fills in the details of each order, for example the order number. Ubersmith also saves the email...
The Activate Services order module changes the services of an order from Pending to Active. It also sets the activation date of each service. If you enable its date settings, it also sets the billing dates. Ubersmith starts to bill a service when the...
The Provision Client module is one of the order modules in the Order Form Wizard. When an order runs through this module, it creates a new client account. If a "lead" client is already tied to the order, the module activates or updates that client...
The Send Welcome Letter module is an order module you can attach to a step in an order queue. When an order reaches this step, the module sends a welcome email for each service on the order that doesn't already have one. It fills in the Subject,...
You can enter all the tax rates you need to charge for your services. You can specify a default tax rate for a service plan. When you add a service to a client’s account it includes the default taxes established in the service plan, and...
Configuring contract terms gives you an opportunity to set different pricing terms based on what your clients have committed to. This works in conjunction with rate plans to offer your clients a modified rate, either higher or lower, for agreeing...
Once an opportunity stage exists, you can edit its name or delete it from the Opportunity Stages page (Settings > Sales & Orders > Opportunity Stages). Editing an Opportunity Stage Click edit in the stage's row. Change the Name. Click...