Help / Renewals and sales

How do renewals work?

Every contract with an end date runs through three milestones. By default, at 12 months before the end a renewal deal appears in Sales, at 6 months a task to request prices, and at 3 months an urgent task and, if you switch it on, a notice to the client.

Choose your own months under Admin, Renewals and pipeline.

More on renewals and sales

• Can I rename the pipeline stages?
• Where is my enquiry form?
• Can clients ask us for prices?
• How do I track prospects?
• What are market updates?

Not answered here? Contact us.