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Add a Location or Subscriber in Enterprise Sales Management (Managed Package)
After you create an enterprise quote or enterprise order, the next step is to add locations or subscribers to the quote or order. Create locations or subscribers one at a time by entering the details directly in the UI.
This feature is part of the Communications Cloud managed package.
You can incrementally add members to the enterprise quote or enterprise order. If you want to add many locations or subscribers at once, see Bulk Upload Location or Subscriber Details.
To add a single location or subscriber:
- Go to the enterprise quote or enterprise order that you want to work on. You can create or reopen an enterprise quote. You can also create or reopen an enterprise order.
- On the enterprise quote page or enterprise order page, click Location.
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Enter text in the address-specific column cells, and then select a location.
- To add a new location, click Add New Location.
- Enter the required information in each field. Click the green check icon when you are done.
- Go to the Subscriber subtab and perform similar steps to add a subscriber.
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