Calculate and update next renewal date in Bigin by Zoho CRM based on criteria
Calculate and update next renewal date in Bigin by Zoho CRM based on criteria
Calculate and update the next renewal date for insurance policies in Bigin by Zoho CRM. Filter updates based on specific criteria to ensure accurate tracking, leading to improved policy management and timely renewals.
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Overview
Calculate and update the next renewal date for insurance policies in Bigin by Zoho CRM. Filter updates based on specific criteria to ensure accurate tracking, leading to improved policy management and timely renewals.