Salesforce Reference Guide Version 7.0

How to Create- New Sale

A New Sale Opportunity is used for new customers who do not have an existing contract with us, OR clients who used to have an active RMR contract which was cancelled or expired and want to restart services.

How to Create- Recontract

A Recontract Opportunity is used for active RMR customers who either want to add to, remove services, or adjust any of the terms and conditions of an active contract.

Powered by