Keep project managers updated on company lapse dates

Project managers lose renewal signals when company lapse dates stay outdated, causing missed renewal outreach. It updates the company lapse date after related deals are processed, letting account managers see accurate renewal status.

Overview

Outdated lapse dates lead to missed renewal outreach and reactive account work. This flow keeps company lapse dates current when deals process, giving account managers accurate renewal visibility so they can prioritize outreach and prevent stalled renewals.

Notable Features

Update company lapse dates from deals
Notify account managers on changes
Filter and replace older lapse dates