New York Agents that DO NOT opt into Sales Central

1. Make sure that the "Partner" field on the Account and the "Partner" field in the Renewal Opportunity contains “NYL - Agent”

1. This drives the Rubex Growth product configuration to align with NYL settings.

2. If that field is empty, fill it in with “NYL - Agent”

2. Go to the order for the quote

3. Select “edit quote lines” 

4. Under the “CPQ Quote Information” header

1. Billing frequency: Annual

2. Payment terms: due upon receipt

3. Payment method: Credit card

4. Platform: Rubex Cloud

5. Utopia Instance Type: US

6. Subscription term: 12

7. Start date: their listed start date

8. End date: add 12 months minus one day from their start date

5. Group 1

1. Dates

1. Start date: their existing start date

2. End date: plus 12 months minus 1 day

2. User count

3. Price = $420

4. Products

1. Select “Rubex Growth”

2. Select “User License” 

6. User count

1. Match current contract user count or adjust according to Agent needs

7. Send DocuSign for signature