Hi,
I am looking for a way to track prospective customers’ contract dates with our competitors. What would be the best way to do this?
Best,
Rob
Hi @RKendall5,
This sounds like it would be a custom date property on the company object: Create and edit properties
This would allow you to create lists of companies where this date is less than X days from now.
You can also pin notes to company records for more added context: Pin an activity on a record
This’ll save you more of the scarce custom property slots in the free CRM.
Best regards!