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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
Languages
Pricing
Price
Free
Support
Support is not available for this application.
Support conditions
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Reviews
Installation
Product compatibility
Product
Sales (team)
Sales (enterprise)
Version
7.11.1 and up
Platform
.NET Framework
Guides and manuals
Type
Template
Compatibility