Enterprise & Sell

Enterprise & Sell Answers & Best Practices Renewal Console Missing

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Renewal Console Missing

Brian Pochne 8 months ago

Hey,

I'm using version 13.3.0 with the following license(s): Sell Advanced.

Opportunities and Revenue Line Items Model.

Can't find the Renewal Console.

Pease help and thanks.

0 Ramya Katram 8 months ago

Hi Brian,

The Renewals Console dashboard is renamed as the Sales console from Sugar 13.0.x, Can you confirm even if you are not able to see the Sales Console Dashboard in the Home Page Dashboards section?

Thanks and Regards,

PK,

www.bhea.com
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0 Brian Pochne 8 months ago in reply to Ramya Katram

Thanks PK.
YES, I'm able to see the Sales Console.

Is there a way to see the opportunity renewal tree? Father Opp, Renewal Opp 1, etc?

Thanks in advance.
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0 Ramya Katram 8 months ago in reply to Brian Pochne

Hi Brian,

AFAIK, it displays all the open opportunities that are assigned to the current logged in user. It does not specifically give you a tree view like, how it displays in the product catalog tree dashlet like parent category, sub category, and then products.

Please go through this link, to learn more about the Sales console and how it works.

I hope this information helps you

Thanks and Regards,

PK,

www.bhea.com
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