Update post-settlement review dates on closed deals promptly
Update post-settlement review dates on closed deals promptly
Your closed deals lack post-settlement review dates, leaving account owners unsure when to follow up. Add standardized 6/12/18/24-month review dates to each deal so your team can act ahead of renewal windows.
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Overview
When deals close, teams often miss consistent review windows and renewal prep. This flow stamps 6/12/18/24-month review dates onto each deal record so account owners gain clear milestones and can act ahead of renewal windows.