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Fry Chef mschultz
Fry Chef

Combine PM Plan Creation & Service Contract Renewal Process

During the contract renewal SFM process, is there a way to also create a pm plan at the same time (2 seperate objects)?

We always have a pm plan with every service contract. Currently we use the SFM action buttons to create and renew contracts and  create pm plans as separate records - I would like to combine those two processes.

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