Renewal Opportunity Flow
Use Cases:
- Automatically create a renewal opportunity for next year when a deal closes.
- Keep the same owner and account for seamless follow-up and relationship management.
- Reduce manual work by generating future business without extra steps.
- Make sure you never miss a renewal by automating the process for every closed deal.
Automation(Flows)AdminsGTM/Business
Prompt
Create a flow that generates a renewal opportunity in the same account whenever an opportunity moves to Closed Won, with close date set to 1 year from today and the same owner as the original opportunity.
