Managing Duplicate Subscription Rows During Upsells

Hi Darius,

If I understand correctly, you're referring to the Subscription Table inside the Playbook when creating a quote, not the Subscription Object in the CRM.

If that's the case, one approach is to mark the row queried from the Subscription Object with an attribute, such as "Source" with the value "Subscription Object," and then apply a read-only rule based on that attribute.

I may be missing some context, so if this doesn’t resolve your issue, please share more details and include screenshots. We’ll take a closer look.

Best,
Ilay Spoval

Hi Darius!

I understand it this way:

• I sell a product in a new business quote with quantity 100
• Mid-contract, I wish to increase the user count to 150, so I create an Upsell opp, call up the subcription and add 50 users.
• Later that year I want to upsell again, but when calling up the subscription I see that I have 2 active subscription lines: The original line with 100 and the second line for 50 new quantity and 150 total quantity.

In order to avoid mistakes and confusion, this is what I like to do:
 

In the Upsell assignment rule in DealHub, add two new proposal attributes: Action and previous subscription ID
Action is typically the button we use in the Subscriptions question group in order to decide what happens to the subscription line we queried.
In your new line, that you will sync to CRM, you will have action = Upsell and previous sub ID = 1234567890 and then you can set up a flow in the CRM that when it’s an upsell, will go and change the status of the previous subscription to expired.

Then in the next upsell/renewal you will pull the total quantity.

Hope this helps.