Use Sales Hub to create customer organizations, place orders for licenses and phone numbers, set up free trials, manage subscription renewals, export customer lists, and manage your platform phone number inventory.

Search or create a customer organization

1. Open Sales Hub from the left navigation rail.
2. Under Organizations, search for a customer by Organization UUID, Organization Name, Purchased number (start with +), Customer Reference (Buyer tags), Email, or SIP username.

1. To register a new customer, select + Create organization in the top-right corner:

• Choose the customer's Account Type (Business User, Home User, or App Provider).
• Fill in the organization details. (Note: Billing Email and Billing Address are required only if Send Invoice is enabled for your partner domain under Portal Settings; otherwise, both fields are optional.)

Create a customer order

When you open a customer organization in Sales Hub, the left menu displays Overview, Orders, and Subscriptions.

1. Select Orders in the left menu, then select + Create order.

1. Configure the order:

• Select products and billing cycle: Choose the product or bundle and select the billing cycle (Monthly, Yearly, or One-off). Add-on licenses clearly show which base product they belong to (for example, Power Trunk > Number vs. Power Mobile > Mobile Number).
• Check contract pricing: If the customer has an active contract, a warning notification appears so you can make sure contract pricing is applied instead of standard pricing.
• Set billing dates and Auto Renewal: Select the Billing Start Date, turn Auto Renewal on or off, and optionally upload an Order Form.

1. Review the Order Summary on the right, then choose:

• Save: Saves the order as Pending so you can review, edit, provision, or cancel it later.
• Provision: Activates the licenses immediately (Provisioning → Completed).

Set up a free trial for a customer

You can give a customer a free trial period (up to 30 days) to test or pre-configure a service before billing begins:

1. In Sales Hub, open the customer organization and go to Orders > + Create order.
2. Select the product SKU and billing cycle.
3. Set the Billing Start Date to a future date (the date when the free trial ends and paid billing should begin).
   (If you leave the Billing Start Date blank or set it to today, the subscription is billed immediately with no trial.)
4. Choose what happens when the trial ends:

• Stop automatically after the trial: Turn Auto Renewal Off.
• Continue as a paid subscription after the trial: Leave Auto Renewal On—billing starts automatically on the Billing Start Date.

1. Submit and provision the order.

Manage active subscriptions

1. Select Subscriptions in the left menu of the customer organization.
2. Filter by Status (Active, Expired, Suspended, Terminated) or search by SKU Name or Subscription UUID.

1. Select a subscription row to:

• Extend: Extend the subscription by a multiple of its billing cycle (Quick) or pick a custom expiry date.
• Reactivate: Reactivate a Suspended subscription within 60 days (displays a full breakdown of charges, tax, and the new expiry date).
• Terminate: Cancel immediately or schedule cancellation at the end of the current billing cycle.

Export customer organizations by license

To download a CSV report of customers who hold specific licenses:

1. In Sales Hub > Organizations, select Export.
2. Choose a Product Type and Product on the left, then check the boxes for one or more base licenses or add-on licenses on the right (up to 10 items per export).
3. Select Add to stage your filter items, then select Export to download the CSV.

Find, edit, and export phone numbers

Use the Numbers tab in the top navigation bar of Sales Hub to manage your platform phone numbers:

1. Select Numbers in the top bar of Sales Hub.
2. Switch between Available, Assigned, and Reserved views, search by digits, filter by SKU, or sort by date or number.

1. Select any number row to view its details or edit its classification type, mobile device type (physical, esim, or virtual), golden status, or notes.
2. Select Export to download the filtered number list as a CSV file.

Related content

• Overview of Partner Administration Centers (Business Hub & Sales Hub)
• Manage default applications and storefront settings in Business Hub