How to Identify if a Subscription will be Auto Renewed in CRM

Overview:

This article will guide you on how you can easily and quickly identify if a particular subscription will be automatically renewed once it expires or not.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. From the CRM’s left navigation menu, scroll down to Sales. Click Subscriptions.

6. Once subscriptions are listed on your screen (it will appear like in X4A), move your mouse to the Auto Renewal column. Subscriptions that will be automatically renewed will have an On tagging and a refresh icon.

7. Hover over the refresh icon to view the date of auto renewal.