Use this process when a customer acquires a new company. We will need to apply a transfer fee based off their MSA.
NOTE: The customer must have agreed upon language in their MSA for transfer fees.
- Create amendment opportunity
- Add Transfer SKU under Add Products
- Add quantity. Quantity equals total number of SedonaOffice users the acquired company had at purchase
- Click Save
- Add Notes
- In the notes field, add the following language:
- Transfer fee for acquired company
- {Company Name}
- {SO/AB/MG #}
- {Company #}
- Click Save
- Complete the final submission and approval process.
