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