Contract End Date
It would be helpful to have a field for current contract end date so as we are going through our list of clients, we can see when their contract ends so we can touch base about renewal apx two months prior to end dates.
2
votes
Anonymous
shared this idea
We have completed this request with a new alert, “Accounts Without Future Billing” which is designed to show you the accounts that have $0 in 1, 2, or 3 months from now.
Thanks for the feedback! We hope this helps you to mitigate some of that churn out there!
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AdminRyan Moore
(Product Owner, Matrix)
commented
Have you ever considered creating an activity for that time? We created a feature in our activities to save the current and add another to help with routine checkups like this since every account should have a future plan of some sort.