Salesforce Reference Guide Version 7.0

Multi-Location Agreement

How to Recontract The Process for Adding Locations/Equipment To recontract an agreement, create a recontract opp and quote on the child account(s) Reach out to Sales Ops to get an editable copy of your exhibit A. Once you have made changes, return it to salesops with the Name/email of the signer for a pandadoc upload. Once the Exhibit A is signed, submit your recontract opps on the child account(s) The Process to Remove a Location/Products Request your Exhibit A from Sales Ops. Remove the location completely from your exhibit A. Reach out to Retention in order to have the location’s contract cancelled See Examples for Exhibit A on the next page

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