Within your customer account details, select the 3 dot menu in the upper right hand corner & select EDIT -
Toggle on CONTRACT EXPIRATION & enter an expiration date. SAVE
The date will be displayed in the Account details
These expiration dates are included in the Accounts report under Customer Management
When you manage commercial contracts, timing is everything. Competitors often reach out to your customers right before their contracts expire, offering incentives to switch providers.
This tool helps your team stay one step ahead. It automatically tracks upcoming contract renewals so your sales reps know when to reconnect — whether that means taking a client to lunch, checking in on their needs, or simply reinforcing your value.
It’s a simple way to reduce churn, strengthen relationships, and make sure your customers renew with you — not your competitors.