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The contact sits in Wait For Contract until field Contract Expiration is set to a date. Then the contact moves to Wait for Contract Expiration. The WaitUntilDates in the next transitions cause the ContractExpiresInThirty letter to be sent 30 days prior to the expiration date, or skipped if the expiration date is only a week away. Then, the contact waits in ThirtyDayNoticeSent until 7 days prior to expiration, at which point, the ContractExpiresInSeven letter is sent. The contact then moves to Final Notice Sent and a ToDo is scheduled for the Record Manager to take notice of a non-renewal; presumably they will contact the client by phone.
The * stage is the very special wild card stage. Its out transition is considered as a last resort in every stage in which the contact would otherwise wait. It ensures that if the Contract Renewed field has been set to Yes (presumably by the sales person), the contact will go back to Wait for Contract.
To use this:
o Set field Contract Expiration to the next expiration date of the contract; if no contract, then blank.
o When the contract is renewed, set field Contract Renewed to Yes, and update Contract Expiration to the next expiration date. If the contract is not renewed, set Contract Renewed to Yes, and set Contract Expiration to blank. (In retrospect, to improve this a bit, it might make sense to add a wild card transition that allows Contract Renewed to be set to No. We'll leave that as an "exercise for the student").
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