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