​In the Bryt Admin Site:

• Change “Free Trial Status” in Bryt - Go to the record in Bryt for the new customer.  Change the state from “Active” to “Customer”.

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In Salesforce

• Convert to the Lead to Account/Contact - Wait until the lead record in Salesforce converts from “Active” to “Customer”, the create and Account and Contact.  Do not create an opportunity.

• Once the Account is created, add all the data to the “Bryt Information” Tab in the Account record

• Connect Chargify record to Account

  • Enter the following information into the Salesforce Account Record:

    • Chargify site = bryt-software.chargify.com

    • Chargify Customer ID = 8 digit Customer ID from Chargify

  • View all Apps in Salesforces

  • Search for “Chargify”

  • Select the Chargify App

  • In the search, look for the subscription using the Chargify Customer ID

  • Select the chargify subscription for that record

    • Select Sync from the drop down box in the upper right hand corner - it will give an error message,,,  but continue anyway

• Go Back the the account record in Salesforce and add the following additional Information to the SF Account Record

  • Bryt Payment Start Date

  • Account Status: Customer – V3

  • Billing Frequency

  • Billing Method