Service Manager
Understand the Agreement Lifecycle
Sales > Managing Agreements > Understand the Agreement Lifecycle

Agreements can go through four life cycles, New Business, Pending, Live and Old Business.

 

Agreement Lifecycle

The diagram above shows the life cycle of and actions required to move an agreement through each different cycles in Service Manager. Use the table below to view detailed operations for each cycle.

To See
Add a New Business agreement How to: Add a New Business Agreement
Move an agreement from New Business to Pending How to: Move New Business Into Pending
Complete a Pending agreement How to: Make an Agreement Live
Cancel an agreement, and move to Old Business How to: Cancel an Agreement


 

See Also

Scheduling