Support ops mark renewals near anniversary for software

Customer support ops miss renewal windows when lead anniversary dates aren't surfaced, risking churn and lost expansions. Opportunities are marked so account managers prioritize outreach.

Overview

Missed anniversary windows create churn risk and lost expansion for software accounts. This workflow surfaces qualifying opportunities for account managers to prioritize renewals, helping teams report faster prioritization and fewer missed follow-ups.

Notable Features

Mark opportunities when anniversary approaches
Notify account managers of upcoming renewals
Add renewal label to opportunities