A Contract Date field has been added to leads’ details, providing a place for any specific date that you would want to track. For example, if you are an insurance industry, you may use it for expiration date, effective date, or bind date. Your insurance web lead providers will automatically populate this field with the lead’s X Date, as well the custom field as it has been previously.
Blitz Release Notes 02/13/2012
by Archie Heinl | Feb 13, 2012 | Contract Review, CRM/Contact Database, Lead Management, Organize Structure, Organizing Data, Plan & Forecast, Renewals, Sales Automation, Sales Force Automation, Sales Team Management, Software, Technology, Win-Backs