Automated renewal alerts (90-day rolling)
Provide sales teams the ability to set up email alerting for renewals.
Going further- perhaps also an email report highlighting key information such as top opportunities, white space gaps and so on would also be helpful.
Basically making all the information that's available in Salesbuildr that's immediately useful or ahead of a meeting available on a regular basis via email or perhaps on demand by the click of a button that creates a PDF.
Consolidated into: Need more aggressive "reminder" options
Status: Closed
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