In the event there is a product that is used to calculate subscription/recurring fees, but you would like to exclude it from your Renewal and Expected Renewal values, browse to that Product's Pricebook entry and find the "Exclude from Renewals" checkbox. Once checked, click "Save". This product will now be excluded from Future Renewal Opportunity automation.
Can I exclude Recurring Products from my Renewal Opps? Print
Modified on: Tue, 7 Feb, 2017 at 9:36 PM
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