Add renewal and close-year dates to deals on close
Add renewal and close-year dates to deals on close
Closed deals lack parsed close years and renewal dates, leaving handoffs and billing unclear. Populate consistent close-year and renewal dates so teams can schedule handoffs and billing same day.
Overview
Closed-won signals that arrive without normalized dates disrupt project handoffs and billing coordination. This flow standardizes close-year and renewal dates on the deal record so project managers and billing staff get handoff-ready records within minutes of close.