How can I delay Renewal Creation after Booking?
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Modified on: Wed, 3 Oct, 2018 at 9:35 AM
- Depending on your business, you may need to delay the creation of Renewals after the Opportunity is Booked. That can be setup under the "Mappings" tab and the "Renewal Creation Timing" dropdown with the "When we Choose" option.
- Once a Transaction is Booked, check the "Generate Renewal" box. This will kick off the Renewal generation process.
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