Potential Subscriptions are created based on the Opportunity-to-Subscription mapping on the ClientSuccess Settings Tab. To view or customize the mapping:

1. Clicking the "+" in the navigation bar.

2. Click "ClientSuccess."

3. The mappings table is on the right-hand side of the ClientSuccess settings tab.

NOTE: Each opportunity field can only be mapped once. Using the same field twice will result in an error being thrown when attempting to save an opportunity.

Default mapping

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