New York Agents that DO NOT opt into Sales Central
Pricing Information: when agents work with us directly their price will automatically be set to $660, no exceptions
All EFCO NYL Agents need to be migrated to Rubex Hosted
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Make sure that the "Partner" field on the Account and the "Partner" field in the Renewal Opportunity contains
“New York Life - Agent”
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Go to the primary quote
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Select “edit quote lines”
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Under the “CPQ Quote Information” header
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Billing frequency: Annual
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Payment terms: due upon receipt
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Payment method: Credit card
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Platform: Rubex Cloud
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Utopia Instance Type: US
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Subscription term: 12
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Start date: their listed start date
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End date: add 12 months minus one day from their start date
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Group 1
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Dates
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Start date: their existing start date
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End date: plus 12 months minus 1 day
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User count
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Price = $660
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Products
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Select “Rubex Growth”
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Select “User License”
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User count
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Match current contract user count or adjust according to Agent needs
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- Go to opportunity level and progress the opportunity stage to "Selection"
- Go to quote and select "Submit for Approval"
- Once approved, progress the opportunity stage to "Negotiation"
- Go to the quote and select "Create Proposal"
- Review proposal
- Select "send for signature"
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Send DocuSign for signature
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