Skip to main content

Add "Contract Status" to Whitespace filters

When using whitespace to find opportunities, Salesbuildr treats contracts as "Active" if their end date is in the future, despite the contract status being "Inactive". We need a separate filter to remove inactive contracts from the list.

An example of a contract being future end date but inactive, would be where a customer has a commitment until that end date, however the contract is disabled via inactive status to prohibit future/further billing.

I believe the default behavior runs off filter: "Having At Least One Service' as Yes/No

Log in to comment and vote

No comments yet

Be the first to share your thoughts.