I've generated a report to ensure the Active Contacts with renewable products always have a new Renewal Opportunity created for the next annual period. However, I've run into cases where we booked a Renewal Opportunity and an Order was created, but new Contract was NOT created for the renewal period. Is there a report I can generate to find all Closed Won Renewal Opportunity that did not result in an Contract being created?
#Opportunity Renewal Management #Contracts Object #Opportunities Pipeline #Active Subscriptions #Order Management
1 件の回答
How are you tracking "Contracts"? Is that a standard or Custom Object record that is connected to the Opportunity record via a Lookup(Opportunity) field or something like that?
