Creating a New Contract - Batch Renewal
Contracts can be created in batch within the Renewal Manager. This process will convert the Offer contract for all selected records to live contracts.
STEPS
- Select the records you wish to create contracts for.
- Click on the Batch Renew icon.
- Click on the Update button then Finish.
- Ensure the Next Offer details are updated as expected correctly.
Step 1
Step 2 & Step 3
Step 4
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