How are others tracking customer health on deals/renewals?
We've created automatic renewals when deals are closed/won, but we'd now like to indicate the "health" of those renewal deals somewhere on the deals. Does anyone have a best practice like a custom field for Renewal Likelihood: At Risk, Moderate, High or Red/Yellow/Green, etc. Also looking to add "Relationship management" notes or tasks to update on a regular basis throughout the renewal year. I'd love to hear what others are doing as we haven't yet set up our processes yet. Please advise. Thanks!