Using Contract Renewal Insights

Contract renewal insights notify users that there are service contracts that are expiring soon. These insights are triggered by the existence of opportunity records for your selected account that have the opportunity type of RENEW. The close date of the opportunity determines the severity of the insight, as follows:

  • Critical: The close date has passed.
  • Warning: The close date is within 30 days of the current date, and includes the current date.
  • Information: The close date is more than 30 days from the current date.

Contract renewal insights are displayed individually as detail insights, or grouped into summary insights if there are three or more of the same severity.

You can complete these tasks to view information about contract renewal insights:

  • Click the View Details link on an individual contract renewal insight to access the Opportunity Details page in Redwood Sales, where you can view additional details about the contract renewal opportunity.
  • Click the View List link on a summary contract renewal insight to view the Insight List drawer. The list provides you with all of the individual insights that have been included in the summary insight. You can then click the View Details link on an individual insight to access the Opportunity Details page in Redwood Sales.

For additional information about working with leads and opportunities, see the Using Sales in the Redwood User Experience for additional information about working with lead and opportunity records.

View Contract Renewal Insights

To view contract renewal insights:

  1. Access Account 360 for your account.
  2. Click the Overview tab.
  3. Collapse and expand the severity categories as needed to view all of the insights for your account.
  4. On a summary insight, click the View List link to open the Insight List on the right side of the screen. Click the X at the top right of the drawer to close the Insight List.
  5. On a detail insight, whether in the Overview tab or in the Insight List, click the View Details link to navigate to the Opportunity Details page in Redwood Sales.
  6. Use your browser's Back button to return to Account 360.

Parent topic: Managing Insights