Documentation Index
Fetch the complete documentation index at: https://relate.so/docs/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Customer Relationship Management (CRM) is a tool that helps you manage customer data. If you’re not familiar with CRM tools, you might not know what customer data you need to manage in CRM. While it can vary by customer type, sales process, and product type, one thing that all teams should manage is Expected Close Date. In this post, we’ll talk about what Expected Close Date is and how to manage it.What is Expected Close Date?
Based on the information you’ve learned from talking to customers, you should be able to determine at what point in the future you can successfully close the deal. To figure this out, you should ask customers questions about their internal decision-making process and purchasing process. You can use the BANT and MEDDIC frameworks.How to manage Expected Close Date
To manage the Expected Close Date, you must first add a custom field. After adding the custom field, you can specify it on the detail page.
How to use Expected Close Date in sales
Sales reps can use Expected Close Date to prioritize deals. The closer the expected close date is, the higher the priority is. You can sort by the closest Expected Close Date and use both board and list views.
