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Renewal opportunity

Process template to more effectively manage renewal opportunity
Template
Application type
Business process
Template type
    Product description
    Product description

    Manage your renewal opportunity using specific fields: “Renewal date” and “Renewal by opportunity”.
    You can provide renewal date for already successfully closed opportunity or set “renewal date” field in auto-generated page for opportunity with “closed won” stage. Moreover, the template allows you to set default value for renewal period.
    You can select parent opportunity from “Opportunity” lookup or it will set automatically by business process. That enables you to find information about parent opportunity quickly.


    Business process purposes:

    • Creating renewal opportunity based on successful deals
    • Bind parent and renewal opportunities
    • Change renewal date at anytime
    Price
    Free
    Product compatibility
    Product
    Sales (team)
    Sales (enterprise)
    Version
    7.11.1 and up
    Platform
    .Net Framework

    Leave your feedback about the solution to its developer and Marketplace team