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Convert a Trial to a Subscription

Once you have determined that a prospective customer wants to buy Cisco Umbrella, you need to convert their trial to a paid Umbrella subscription.

Note: To successfully convert a trial, the Trial ID must be used when placing the order. This ensures that your order is linked to the correct trial.

Using a Deal ID is optional. If you used a Deal ID to create a Term trial, the Deal ID may have changed if the Cisco Commerce Workspace (CCW) quote was updated at any time during the trial period. If the Deal ID has changed, make sure that you update the trial with the latest Deal ID. See Update Trial Information for more information.

Convert a Trial to a Term Customer

  1. Navigate to Customer Management and click Trials to view customers currently on a trial.
  1. Click on the customer you want to convert.
  2. Under Deal Information click Convert Customer.
  1. Select Convert to Term Customer.
  1. The Trial ID is provided. Copy the ID to your clipboard and click OK.
  1. Proceed to CCW to place an order and use the Trial ID to associate it with the customer's trial.

The trial is now converted to a paid Umbrella subscription with Term licensing. After the provisioning process completes (this can take a few days) it is moved from the Trials tab to the Customers tab of the Customer Management section of the MSSP console.

Convert a Trial to an MSLA Customer

Note: The option to use MSLA licensing is only available when requested from your Cisco Sales Representative. For more information on how to use MSLA licensing, see the MSLA Ordering Guide.

  1. Navigate to Customer Management and click Trials to view customers currently on a trial.
  1. Click on the customer you want to convert.
  2. Under Deal Information click Convert Customer.
  1. Select Convert to MSLA Customer.
  1. Select a package from the Package Selection menu and click Convert.

    Note: It is optional to choose a different package. The package the trial currently uses is selected by default.

The trial is now converted to a paid Umbrella subscription with MSLA licensing, and it is moved from the Trials tab to the Customers tab of the Customer Management section of the MSSP console.


Start a New MSLA Trial < Convert a Trial to a Subscription > Update Trial Information

Updated about a year ago

Convert a Trial to a Subscription


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