Calculate and set deal end date from start
Calculate and set deal end date from start
Your deals miss an end date when coaching duration is set, leaving reps without clear handoff or follow-up timelines. It fills the end date automatically so reps get accurate timelines within minutes.
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Overview
Missing or inconsistent deal end dates slow pipeline handoffs and blur forecasting. This workflow calculates the end date from the start date and coaching duration and writes it back to the deal so reps see accurate timelines within minutes.