When you are ready to begin Cycle Management, that is, the process of closing your current cycle by archiving and cloning opportunities and applications, and starting a new cycle by cloning opportunities to create new ones, there are steps to follow to ensure this process is successful. Customer Support can assist you with Cycle Management from start to finish.

What is Cycle Management and Why is it Important?

How do I get started with Cycle Management? What steps are involved?
  1. First, learn about cycle management, and what steps you will need to take in order to work with Customer Support during the process. Some of this work you may want to complete yourself; and in order to complete the process across your entire system, Customer Support must assist you.
  2. Next, you will prepare your system and reach out to Customer Support directly to get started. This process should be started at least 3-4 weeks before you plan to close your cycle.
  3. After you have contacted Customer Support and begun the process, you will need to complete and return to Customer Support the Cycle Management Checklist.
  4. After Cycle Management has been completed by Customer Support, you will be contacted with follow-up information and next steps. Now you can kick off your new cycle!
After you've familiarized yourself with the process and steps and have chosen the dates you would like to end your current cycle and start your new cycle, contact Customer Support 3-4 weeks in advance to get started.