Step
Step 2: Create DealHub record in Expansion Opportunity
Detailed Instructions for CSMs
Carrot dropdown > “Create Quote” Add SKU’s we are looking to swap • DO NOT use free SKUs • Add SKUs at list price, discount by 100% PLATFORM DETAILS [If swapping to Forms/Campaigns] > Select Platform > Yes > “Advanced CRM” LICENSE DETAILS [If swapping to App Review or Talent Pipeline] > “Add Full Cycle recruiter Licenses?” > Yes • “Number of Full Cycle Recruiter Licenses” > add value • DO NOT use “Free Full Cycle Recruiter Licenses” [If swapping to Hiring Manager] > “Add Hiring Manager Licenses?” > Yes ADDITIONAL PRODUCTS [If swapping to Talent Compass] > “Talent Compass” > Yes “Talent Compass Tier” > Advanced
Files
https://zebrastripe.zendesk.com/hc/article_attachments/28155482962459https://zebrastripe.zendesk.com/hc/article_attachments/28155482972699https://zebrastripe.zendesk.com/hc/article_attachments/28155423139611https://zebrastripe.zendesk.com/hc/article_attachments/28155482977691