How to Create- Recontract
Filling Out an Opportunity
Under opportunities on your account, click New Click Recontract as your opportunity record type. Complete the opportunity top down Create a short name for the opportunity. Too much text in the name will not work in the system Add the Close date and Stage that your opportunity corresponds with To Pricebook Location, add your country code based on your global region Answer Under Construction/Renovation status for the property you are signing Add the total monthly RMR which can be found on the account page under CSI Contracts If needed, add tax status (this is not needed for most opportunities) Add the Legal name and Competing With details Add the Contract term and Renewal term. It is optional to add details about the install charge, rolling fees, and service type If applicable adjust your billing type Add your Contacts for main, shipping, billing, and service Click Save
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