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