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Renewal manager

Plan and execute contract renewals.

The Renewal Manager tracks contracts approaching expiry and helps you renew them, including auto-renewal and renewal scheduling.

Manage renewals

  1. Open the renewal manager to see contracts Pending Renewal and their Days to Renewal.
  2. Use Create Renewal Schedule (or Edit Renewal Schedule) and set the Renewal Date.
  3. Enable Auto Renewal where appropriate, and review the Renewal Probability.
  4. Set the Proposed Value for the renewed term.
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