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