Manage Renewal

The Manage Renewal page helps you efficiently manage customer renewals for plans that are nearing their expiration. It provides a comprehensive view of key details such as:

• Account Name: The name of the customer whose plan is expiring.

• Account Manager: The manager responsible for the account.

• Plan Name: The name of the plan that needs renewal.

• Plan Duration: The duration of the current plan.

• Expiry Date: The date when the plan expires.

• Expiry Days: The number of days left before the plan expires.

• Amount: The amount required for renewal.

Filters

• Filters such as Date, Zone, Branch, Account Manager, Sales Executive, Plan Duration, and Quick Search help narrow down results to quickly find the information you need.

Steps to Manage Renewal

Navigate to Reports > Manage Renewal

This page helps users stay on top of upcoming renewals, ensuring timely follow-ups with customers whose plans are about to expire. By managing renewals efficiently, you can prevent service disruptions and maintain customer satisfaction.