Renewal Management
Create Renewal Opportunities for Service Agreements approaching the End Date
Last updated
Create Renewal Opportunities for Service Agreements approaching the End Date
Last updated
Most Agreements have a term, or period they are valid for, and Maica is no different in regards to Service Agreement
records.
In Maica, the Service Agreement
period is generally aligned with the Plan
period.
With the Agreement End Date
approaching, you can enable Maica to auto-generate Opportunity
records to ensure you commence Renewal discussions with your clients in advance of the Agreement expiring.
The following configurations are available when determining how the Service Agreement Opportunities
should be generated.
To enable auto-renewal, simply toggle the Enable
switch at the top
Configuration Item | Description | Options |
---|---|---|
Days prior to existing Agreement
Sets the number of days prior to the existing Service Agreement Opportunity
Agreement End Date
a Renewal Opportunity
should be generated.
Numeric (1-100)
Renewal Agreement Start Date
Sets the number of days after the existing Service Agreement Opportunity
the Renewal Start Date
should be set.
Numeric (1-100)
Renewal Agreement End Date
Sets the number of days after the Renewal Start Date
the Renewal End Date
should be set.
Numeric (1-100)
Renewal Agreement Close Date
Sets the number of days prior to the Renewal Start Date
the Renewal Close Date
should be set.
Numeric (1-100)
Renewal Agreement Assignment
Sets to whom the Renewal Service Agreement Opportunity
should be assigned. This can either be a specific user or the owner of the existing Service Agreement
.
User Lookup
Initial Stage
Sets to what Stage
the Renewal Service Agreement Opportunity
should be set when being generated.
List (Opportunity Stages
)
Cloning Options
Sets whether or not to also clone the existing Service Agreement
Contact Roles across to the Renewal Service Agreement Opportunity
Toggle (Yes/No)