The estimated closing date on deals features helps you visualise the deadline for closing your deals. If your deals have crossed the set deadline, you see a red warning on your deal which highlights the due date.
This feature consists of 2 parts:
Setting up the estimated closing date on the deal overlay side sheet
Visualizing the due date on the deal card
Setting up the estimated closing date
Create a new deal.
This step consists of 2 steps i.e. 2 side sheets
On the second side sheet, enter the date you want to set as the due date for closing your deal in the "Estimated closing date" field.
Viewing the estimated closing date
On a deal card, if an estimated closing date is set up, you can now see your deals' due date on the top right of the card
If the deal is overdue, then the date is highlighted in red to help you quickly visualise and prioritise your overdue deals
