Down And Dirty: Critical Dates For Deals and Contacts

Desktop Sales office v11's integrated calendar shows you important dates for your deals and contacts to help you stay on schedule and on message:

  • A Contact's Next Step date - the next step you have planned for your contact (New in v11.12)
  • A Deal's Next Step date - the next step you have planned in your selling process for a deal
  • A Deal's Expected date - the date you expect a deal to close - the expected order date (New in v11.12)

You can see this feature in action here: