Creating Renewal Opportunities and Making Updates to Goals

Created by Charlotte Niedzielski, Modified on Thu, Nov 21 at 3:17 PM by Josh Mentzer

Please watch this 13-minute video tutorial to learn how to:


  • View your job pricing for next year
  • View and update your paid & funded FTE goal
  • Mass generate your renewals based on the previous year's won opportunities
  • Generate individual renewals for specific opportunities

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