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Create 3- and 12-month after-sales follow-up calendar events

Create 3- and 12-month after-sales follow-up calendar events

Your completed installations often lack scheduled follow-ups, causing service gaps. Add 3- and 12-month calendar events so coordinators contact customers on schedule the same day the stage changes.

Create 3- and 12-month after-sales follow-up calendar events

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Overview

When deals reach installation completion, scheduled follow-ups are often missed and renewal readiness suffers. This flow adds 3- and 12-month events the same day the stage changes, ensuring coordinators have booked touchpoints and renewal conversations are timelier.

Create 3- and 12-month after-sales follow-up calendar events