Start Dates

Tracking your build up

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Written by Hayden Campbell
Updated over a week ago

Start Dates

Some companies have specific dates that require a target number of customers needed from their sales team. When prospects convert to customers in Ynot, they are updated with the Start/Closing date. This provides your company with different metrics and pacing towards the target goal needed for that date.

   1. Select Setup from the menu.

    2. Click on Start Dates and Add Date

     3. Fill in the Title, Date, Client, Location, and save your changes. 

The above tool covers managing and adding start dates. For creating Start Dates as you work leads, please click here. 

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