To renew a contract, follow the steps below:
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Navigate to the Contract:
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Go to the Contracts section and click on the contract you wish to renew.
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Edit Contract:
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Once the contract is open, click on the Edit Contract button.
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Access Contract Renewal History:
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In the upper-right corner of the contract details page, click on Contract Renewal History.
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Renew the Contract:
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In the renewal history section, click Renew Contract.
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Review and Confirm:
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A modal will appear, and the system will auto-populate the renewal details. You will need to review the information and check the deals associated with the renewal.
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Once you've confirmed, click Save.
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Track Renewals:
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After saving, you can track all contract renewals in the Contract Renewal History section on the right side of the contract.
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This process ensures that contract renewals are handled smoothly, with clear tracking and updated details.