Project managers: create renewal projects for prepaid expiries
Project managers: create renewal projects for prepaid expiries
Project managers miss prepaid expiries, risking renewals and customer frustration. This workflow creates a renewal project and notifies ops and account managers to begin outreach.
Overview
Untended prepaid expiries create renewal gaps and frustrate customers, putting project managers on the back foot. Convert expiry notices into tracked renewal projects with notifications to ops and account managers, eliminating overlooked expiries and enabling prompt outreach to protect customer relationships.
Notable Features
- Create renewal projects from expiry notices
- Notify operations and account managers
- Attach customer and service details