This improvement lets you change service agreement details, prices, statuses, and renewals in bulk from the Follow Ups - Service Agreements page.
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What's changing?
Before, you had to open and change service agreements one at a time. After this enhancement, you can select many agreements and run bulk actions such as Change Prices, Change Status, Edit Agreements, and Renew Agreements from one place, which cuts repeat work and gives you more control.
Resources
Before and After
Before (Current)
Go to the service agreements list and find one agreement.
Open the agreement and make one change, such as a price, status, or account manager.
Save the agreement.
Go back to the list and repeat the same steps for each remaining agreement.
Impact: You spend more time on repeat work, and large agreement changes take longer to finish.
Try the current workflow in your account.
After
Go to the Follow Ups area and open the service agreements page.
Select the service agreements you want to change.
Choose a bulk action such as Change Prices, Change Status, Edit Agreements, or Renew Agreements.
Review the change and apply it to all selected agreements.
Impact: You can complete high-volume agreement work faster and keep agreement records more consistent.
Test the changes in the NEXT environment.
Who uses this feature
Commercial Service and Replacement
Administrators and managers
Region availability: All regions
How it works for your industry
Commercial Service and Replacement
Reassign service agreements across account managers when territories or books of business change.
Apply a standard price increase across many commercial agreements at the same time.
Renew expiring agreements in bulk and move them to the correct status without editing each record by hand.
How to Prepare?
Confirm your team already uses Service Agreements so this enhancement fits your current workflow.
Identify which agreement fields and actions your team plans to manage in bulk.
Train managers and administrators on when to use bulk edits, bulk price changes, bulk status changes, and bulk renewals.
Align on a review process so your team checks selected agreements before applying a bulk action.