The Refresh Renewal button allows you to refresh a Future Renewal from and of the following objects: 

  1. Contract
  2. Account
  3. Quote
  4. Opportunity


We suggest the two most relevant places to add the "Refresh Renewal" button on are from the Contract and Expected Quote. The steps below will walk you through adding the "Refresh Renewal" button on the Contract. The same concept applies to the other objects.



Adding it to your layout (Contract Example):


  1. The simplest method as an admin is to click "Edit Page" on any contract.



  2. Next, click on the highlights panel

  3. Click "Add Action" and search for "Refresh Renewal" under Global Actions



  4. Select the action, and reorder it to your liking. * While adding the action, we suggest your set the action visibility only for users who should be able to refresh the renewal. This could be admins, or renewal managers, etc. You can also use a custom permission/setting to allow this. In this case, we've added visibility only for profiles that have "Administrator" in the name:

  5. Save the page, exit and refresh!