At each step of your Pipeline, having a custom Activity trigger when you move an opportunity (using Pipeline Automations) could save you valuable time -

This activity you create can contain customized information of what you need to know for next steps with your client and allow you to track and report on this particular activity for metrics.👍

The way to structure this is by using an activity automation and a custom filter.

Create a custom New Activity Type (e.g. called 'Clawback Period Ending' or something specific to what you're needing the Activity to be):

Note: not all users will have access to these Organisation level settings and they will need to speak with their manager 👍

You can add as much description as you need or add checklist items for this. Save when you're done:

Once the activity is created, add it to your pipeline automations (Pipeline Settings - Mortgage Advice - Create Automation), more on how to do this here 👍

Move the opportunity through the pipeline stage to trigger the automation:

Once your created Activity type and the automation appears, set the Due Date and save the Activity:

The activity will show at the top of the client's profile:

You can also create custom Advanced Filters to see which of these opportunities are up and coming:

Once you save this filter, you can access the list of upcoming activities in a report at any time: