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Update internal due dates for filtered sales deals

Update internal due dates for filtered sales deals

Your filtered deals miss internal due dates, creating prep and handoff gaps for account managers. It sets internal due dates two days before client dates so teams gain prep time ahead of milestones.

Update internal due dates for filtered sales deals

Overview

Remove guesswork from deal handoffs by enforcing a simple, IT-maintained rule that aligns internal deadlines with client dates, cutting down last-minute escalations for sales operations and account managers. The rule guarantees internal deadlines land two days before client dates, giving teams consistent prep time ahead of client milestones.

Update internal due dates for filtered sales deals