Watch contracts and renewals

See every contract, when it renews and how many days are left, so renewals are not missed.

Where to find it

Campaigns › Revenue › Contracts

Open this screen
The Contracts & renewals table with days left coloured by urgency.

Steps

  1. Open Campaigns › Revenue on the “Contracts” tab.
  2. Read “Contracts & renewals”: customer, product, value, renewal date, days left, notice period and status.
  3. Days left is red under 30 days and amber under 60; act on those first.

Settings on this screen

SettingWhat it doesDefault
Days leftDays until the renewal date.—
NoticeThe notice period in days.—

Troubleshooting

The tab says “No contracts recorded.”

No contracts are recorded for your organisation; this page lists them but does not create them.

Tips

  • The “Renewals within 60 days” tile counts active contracts renewing in the next 60 days.

Good to know

  • Call does not bill or renew contracts; it only shows what is recorded.

Related how-tos

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