We are switching to Work Orders instead of Contracts for seasonal display. They’re too frequently needing change orders and those are a disaster in Contracts so this seemed best. HOWEVER - we have no idea how we can track these for renewal other than going to each property going forward, as they aren’t something that can be marked for being renewed. What do you all do for seasonal displays, and how do you track them for renewal
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Couple ways I can think of would be to add a tag to the opportunity (this is a bit “manual”) or even better just pick a consistent service or service type to use for this work. Then run a list of all your opportunities that contain that service or service type and use that to copy or renew them each year.
Hopefully that helps
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