Create Renewal Opportunity - When opportunity stage is set to “Closed Won”, renewal opportunity needs to be created with the following field mapping Record type = “Renewal” (Create Opportunity Record Type, if not exist) Account = Account of Original Opportunity Type = Type of Original Opportunity Stage = “Negotiation/Review” Renewed from Opportunity = Original Opportunity (Create Lookup field of Opportunity on Opportunity) Close date = Close date of Original Opportunity + 10 Days Name = “Renewal” + [SPACE] + Original Opportunity Name 2. Copy opportunity line Item to the renewal opportunity from Original Opportunity
Create Renewal Opportunity - When opportunity stage is set to “Closed Won”, renewal opportunity needs to be created with the following field mapping Record type = “Renewal” (Create Opportunity Record Type, if not exist) Account = Account of Original Opportunity Type = Type of Original Opportunity Stage = “Negotiation/Review” Renewed from Opportunity = Original Opportunity (Create Lookup field of Opportunity on Opportunity) Close date = Close date of Original Opportunity + 10 Days Name = “Renewal” + [SPACE] + Original Opportunity Name 2. Copy opportunity line Item to the renewal opportunity from Original Opportunity
