Search Contracts and Renewals

If you sell products or services that are based on contracts, you can review those purchases by using specific keywords and filters. Let's check them out.

Start With Your Keywords

Like any search, you should first start by searching what product or service you are looking for.



Pair Your Keywords

Now that you have searched for your product or service, it's time to start pairing those them with words related to subscriptions. To start, click on the 'TITLE / DESCRIPTION CONTAINS' filter.
Then, enter keywords that are specific to contracts. A list of these keywords will be displayed below. Feel free to copy and paste them into the filter:

dec,nov,oct,sept,aug,jul,jun,may,apr,mar,feb,jan,agreement,contract,renewal,renew,quarter,month,period,prd,end,start,year,annual,date

After you copy and paste the keywords from here to your search, simply press 'enter' on your keyboard to apply them to the filter. The image below will display what the filter will look like.

Finally, click 'APPLY FILTER' towards the bottom of the filter.



Limiting Dates

In most cases, removing older contracts and renewals from your search may be the best case. Though this is optional, you can do so by following the below steps

Click on the 'Date' filter.
Click on "Rolling"


In the drop down, choose to view purchases dating back to the last 12, 24, 36, 48, or 60 months



Once again, click 'APPLY FILTER' towards the bottom of the filter.
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