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How to manage / renew Expired Contracts for admin

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byTeam Sales2Service
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Learn how to manage / renew Expired Contracts for admin


Steps Explained

  1. Menu: Service -> Expired Contracts
  2. Employees with Admin role can only view this page.
  3. Admins will be able to search and view contracts locked to their location. Admins can contracts created by the executives in their location.
  4. Only Super Admin can search all locations and view contracts created by all employees.
  5. Contract that will expire in next 30 days and those contracts expired in last 60 days can only be searched and viewed.
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