NOTE: Based on customer feedback regarding confusing functionality, the AI Search feature has been disabled. The excellent Keyword search continues to function normally. The Aspire team strives to optimizes the platform search tools to provide the best customer experience possible.

Renewals Screen

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Use this screen to preselect opportunity renewal options and choose whether or not users can change the settings you have defaulted. Changes at this system level automatically reflect on the Opportunity Renewal screen when renewing opportunities individually and in bulk.  If you select Allow Users to Change Renewal Options, the options you choose will only be defaulted and can be changed.