How to share CRM Limits to you Customer / Sub Account ?

1. Click on Go To CRM

2. Click on Subscriptions

3. Click on view icon to see the existing limits shared by you

4. Existing shares can be seen like this

5. Click on Share Icon to share the limit to your Sub Account

6. Type Full Email ID of your Customer

Note :- First the customer should register / signup from your website, and verify the email received.Only after that you can share the limits with him.

7. Type the Quantity you want to share.

8. Select the Share Type

You can share products to Customers with 2 types 1. Revocable 2. Irrevocable

Revocable can be Revoked / Taken Back Irrevocable can never be taken back !

9. Set An Expiry Date – Only For Revocable

For Revocable Share, You can set an Expiry Date for your Customer.

Kindly Note :- You cannot Revoke / Take Back the limit from the customer before the end of Expiry Date !

10. To view your Sub Accounts & Total Sub Account Limit

Click on Sub Accounts

11. Click on View Icon