Outcome. A renewal deal is created and associated to the account automatically 90 days before the contract ends, pre-filled with amount and owner, so no renewal depends on someone remembering a date.
Workflow mapEnrollment, branches and actions at a glance
flowchart TD
A[Company: Customer, Contract End Date < 90 days, no renewal deal yet] --> B[Set Renewal Deal Created = true]
B --> C[Create renewal deal, associate to company]
C --> D[Create task for owner: confirm details]
D --> E[Notify owner]
When to use it / when not to
- Use it when contract end dates already live in a property and renewal deals get created late or inconsistently.
- Use it for accounts with one contract and one renewal event per cycle.
- Do not use it for accounts with multiple co-termed contracts or product lines. One company-level date cannot represent several renewal events; see the bundle variant.
- Do not use it if Contract End Date is not reliably populated. This workflow reacts to a date, it does not calculate one.
