Support can mass update the source of your renewal opportunities. Please reach out to support with the following information:
  • A list of Opportunity ID's as found on the Opportunity >> Portfolios >> Opportunities Grid for the renewals you want to update.
  • The new Source for the Renewal Opportunities:
  • Imported
  • Imported and General Application
  • Imported and Supplemental
  • Imported, General Application, and Supplemental
  • None
Please allow 10-15 business days for these changes to be processed.