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Flag expiring accounts and enroll contacts for renewal

Your contract end dates can go unnoticed, leaving reps without renewal context. It flags expiring accounts and enrolls contacts so teams act before contract expiry same day.

Flag expiring accounts and enroll contacts for renewal

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Overview

When contract expiries slip through, renewal windows shrink and reps scramble. This flow flags accounts 90/60/30 days out and enrolls contacts into the renewal queue so account teams can act the same day.

Flag expiring accounts and enroll contacts for renewal