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Recontract Sale Opportunities
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The Recontract option is used when clients currently have an active agreement and would either like to remove and/or add service OR change anything about their current agreement terms.
Create an opportunity using the Recontract Sale record type. This uses the same fields as a New sale. Click Launch EQ. Click Salesforce Quote and copy and paste the opportunity ID from your newly created opp. Click Quote Changes.
A contract box will appear asking you to select the most recent quote attached to this account. This section may be blank at first but as a new contract has been entered, you will see it as an option to select. If no options appear, still click recontract.
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