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#Opportunity Renewal Management0 人正在讨论

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 个回答
  1. 2024年2月15日 22:48

    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? 

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