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Renewal workflow

Renewal workflow keeps customer coverage active.

Screenshot needed: Contract detail page with renewal information

What this is for​

Use renewal work to follow up before warranty, AMC, or CMC coverage expires.

Who uses it​

Sales users, office admins, and owners.

Steps​

  1. Review expiring warranties or contracts.
  2. Contact the customer.
  3. Create a sales follow-up or deal if your team uses sales tracking.
  4. Create or update the renewed contract after confirmation.
  5. Upload renewal documents if needed.

Important notes​

To be verified: there may not be a dedicated renewal button in the current UI. Use the available sales and contract screens.

Common mistakes​

  • Editing old coverage instead of recording the renewed period.
  • Not uploading signed renewal documents.
  • Missing follow-up ownership.