Viewing Upcoming Renewals

When a Key Account Manager accesses the Utility Sales Dashboard, they can view their accounts that are coming up for renewal soon using the Upcoming Renewals panel, which appears on the Pipeline tab. This panel displays open opportunities with the type of RENEW that are assigned to the logged-in user.

You can complete these actions from the panel:

• Click on the opportunity name to access the opportunity details in Redwood Sales.
• Click on the View All link at the bottom of the list to see all of your open opportunity records in Redwood Sales. By default, the RENEW filter is set to show only those opportunities associated with contract renewals.
• Click on the Action menu icon on an opportunity, and complete one of these tasks in Redwood Sales:
  • Edit the opportunity
  • Send an email
  • Create a task
  • Create an appointment
  • Create a note
  • Edit billing accounts

This image shows an example of the Upcoming Renewals panel:

Figure 6-2 Upcoming Renewals Panel

For additional information about:

• Working with opportunities in Redwood Sales, see the Oracle Sales Help Center
• Editing billing accounts, see Editing Billing Accounts on a Lead or Opportunity