Update company lapse date when deal lapse changes
Update company lapse date when deal lapse changes
Company lapse dates may lag recalculated deal expiries, leaving coordinators without accurate expiry windows. It updates company lapse dates so teams act on correct expiry information within minutes.
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Overview
Out-of-date company expiry dates create misaligned timelines and missed renewal windows for coordinators and reps. This flow updates company lapse dates whenever a recalculated deal expiry is later, giving your teams accurate expiry context within minutes.