How can I tell when the agent's initial term expires (6 mos. Or 1 year)

Home > Internal Process Questions > How can I tell when the agent's initial term expires (6 mos. Or 1 year)

Jul 05, 2023

Go the agent Salesforce Contact
Scroll to Transaction Section
open to view all
Once in the transactions section look for the 'Open' Transaction, and scroll to the right to see the due date.

The due date will show the next date they are billed.

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