How to Customize The Delays of the Renewal Deals and Renewal tasks Creation?

The default behaviour creates renewal deals and tasks at defined moment based on the contract duration. You can change that to suits your needs.

Understand the default
Recipes Renewal Process

Customize the delays

  1. Go to Automation > Workflows
  2. Search for a workflow named "Auxilio Recipes - Renewals management - Create renewal deals"
    search-workflows
  3. Change the delays and the branches
    customize-delays-and-branch