Move deals to 90-day anniversary status for renewals
Move deals to 90-day anniversary status for renewals
Your renewal opportunities aren't tagged when leads hit the anniversary smart view, leaving CSMs without renewal context. The update surfaces tasks and alerts CSMs ahead of the 90-day window.
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Overview
Missed or untagged renewal opportunities create follow-up gaps and blind spots for CSMs. This flow moves deals into the anniversary status and surfaces renewal tasks so your success team can act well ahead of the 90-day outreach window.