RECURRING Terms Webinar
Created by: Bryan Gilliss
Modified on: Tue, Mar 30, 2021 at 8:41 AM
In the video below, we walk through how to:
- Enter a RECURRING Contract Term in a new Contract
- Set your Renewal Length and Type
- Optionally configure a different Initial Period
- How and when to enter additional Notify By terms of the Contract
- How your Milestone Reminders will be created and auto-update after each Renewal (may vary based on Organization set-up)
- How to run a View (report) on, and using, the RECURRING Term Fields
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