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CRM Apps Lab™ Automated Opportunity Renewals: Simple opp-based subscriptions.

Simple Automation to Create Renewal Opportunities - ideal for subscriptions

Overview

Simple Automation to Create Renewal Opportunities - ideal for subscriptions

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  • Automate opportunity renewals based on your schedule and criteria, reducing manual work for recurring deals.

  • Automatically copy opportunity products to renewed opportunities for consistent, effortless renewals.

  • Customize naming with replace, prefix, append, or dynamic options and calculate renewal dates using close date or trigger date with optional delays.

  • Keep renewals linked to the original opportunities for clear traceability while controlling stages and close dates to fit your sales process.

Simple Automation to Create Renewal Opportunities - ideal for subscriptions

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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