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Create three, six, ten month check-ins for deals

Create three, six, ten month check-ins for deals

Your deal check-ins often go unscheduled, leaving client touchpoints untracked. Add assigned follow-up tasks to deals so project managers act ahead of renewal windows.

Create three, six, ten month check-ins for deals

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Overview

Missed check-ins create renewal risk and scatter responsibility across the team. This flow ensures three, six, and ten month follow-ups are created and assigned automatically so project managers see tasks in the pipeline ahead of renewal windows.

Create three, six, ten month check-ins for deals