Basics of Amendments

Basics of Amendments

Self-Paced: for sales reps, customer support reps, or anyone responsible for amending subscriptions in Zuora.

About this course

This course is designed for sales reps, customer support reps, or anyone responsible for amending subscriptions in Zuora.

By the end of this course, you’ll be able to:

• Define an amendment
• Explain why amendments are created
• Describe the different types of amendments 
• Identify the process of creating an amendment 
• Create an amendment

Prerequisites:
• Basics of Subscriptions and Basics of Customer Accounts

The course is broken down as shown:

Module 1
Introduction to Amendments
What’s in it for You?
Topic 1: Introduction to Amendments
Topic 2: Creating a New Amendment
Topic 3: Types of Amendments
Topic 4: Owner Transfer and Cancellation
Topic 5: Cancelling vs. Deleting a Subscription
Topic 6: Viewing Amendments

Module 2
Creating Amendments: Demo
Task 1: Add a New rate Plan
Task 2: Remove the Old Rate Plan

Module 3
Creating Amendments: Practice
Let Me Try
Check Your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Introduction to Amendments

    What’s in it for You?
    Topic 1: Introduction to Amendments
    Topic 2: Creating a New Amendment
    Topic 3: Types of Amendments
    Topic 4: Owner Transfer and Cancellation
    Topic 5: Cancelling vs. Deleting a Subscription
    Topic 6: Viewing Amendments

  • Module 2
  • Creating Amendments: DEMO

    Task 1: Add a New rate Plan
    Task 2: Remove the Old Rate Plan


  • Module 3
  • Creating Amendments: PRACTICE

    Let Me Try

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course is designed for sales reps, customer support reps, or anyone responsible for amending subscriptions in Zuora.

By the end of this course, you’ll be able to:

• Define an amendment
• Explain why amendments are created
• Describe the different types of amendments 
• Identify the process of creating an amendment 
• Create an amendment

Prerequisites:
• Basics of Subscriptions and Basics of Customer Accounts

The course is broken down as shown:

Module 1
Introduction to Amendments
What’s in it for You?
Topic 1: Introduction to Amendments
Topic 2: Creating a New Amendment
Topic 3: Types of Amendments
Topic 4: Owner Transfer and Cancellation
Topic 5: Cancelling vs. Deleting a Subscription
Topic 6: Viewing Amendments

Module 2
Creating Amendments: Demo
Task 1: Add a New rate Plan
Task 2: Remove the Old Rate Plan

Module 3
Creating Amendments: Practice
Let Me Try
Check Your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Introduction to Amendments

    What’s in it for You?
    Topic 1: Introduction to Amendments
    Topic 2: Creating a New Amendment
    Topic 3: Types of Amendments
    Topic 4: Owner Transfer and Cancellation
    Topic 5: Cancelling vs. Deleting a Subscription
    Topic 6: Viewing Amendments

  • Module 2
  • Creating Amendments: DEMO

    Task 1: Add a New rate Plan
    Task 2: Remove the Old Rate Plan


  • Module 3
  • Creating Amendments: PRACTICE

    Let Me Try

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps