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Subscriptions

Recurring revenue.

Recurring revenue. The owner is whoever answers for the renewal — and every invoice the subscription raises is owned by the same person.

What you would route on

Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:

FieldWhy you would route on it
PlanEnterprise plans to an account director.
CustomerKeep it with their account manager.
Renewal dateRenewals due this quarter to whoever is chasing them.
ValueLarge contracts to somebody senior.

A worked example

A SaaS reseller routes subscriptions by plan: enterprise to the two account directors, standard across the support team. The renewal reminder then reaches a person, not a shared inbox.

Caps and overflow

SettingWorth it here?
A cap per personRarely. A subscription is a relationship, not a daily arrival.
An overflow ownerRarely.

Nothing stops you setting either — they are offered on every module. It is simply that a daily limit answers a question this module rarely asks.

Where to go next

Next in assignment Deals → Expenses →

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