In the Layer users will note that there are two types of expiries in the Layer, service asset expiry dates and non-managed expiry dates, both are vital and it is important that users understand the difference:

  

The desired outcome of either expiry date is that they both result in a won quotation that becomes a managed service asset via your organisation:

Managing renewals vs. potential expiring opportunities (non-managed expiries)

Below we have outlined a scenario where a customer has both potential and existing service assets:

How to add a potential expiry (non-managed expiry) date:

Open your customer or lead record and access the Expiries tab and then populate the information as follows:

TIP: Users will note that the plan types mirror your opportunity types in The Layer.

Other articles users may find helpful:

1. How to create an opportunity 

2. How to link an opportunity to an expiry

3. How to link an opportunity to an appointment

4. How to add an expiry supplier

SERVICE ASSET RENEWAL

1. Linking service asset renewals to an opportunity

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Author: Natasha Cox