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Recontract Opportunities
All products from the original contract will need to be on the Quote if the client is keeping them for every kind of recontract.. Edit them as needed, using the dots under Actions to remove products or duplicate products as needed. If no products populate, please add all products that the client has AND is keeping, adjust pricing as needed, make any needed changes. If products need to be updated, they will have a red exclamation point under status.
Removing products - use the dots under Actions to remove products. On your opp, list the product under Equipment to be removed. No change products - If your client is keeping a product, click three dots under Actions, then click Change Options and choose No Change as the Recontract Type. Click Finish.
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