Action due & start dates

Set fixed or relative dates to keep deals on track

Fixed due dates

Set a specific deadline like “May 15” or “End of week.” Useful when you’ve already agreed on timelines with the customer.

Relative due dates

Tie the deadline to something that happens in the process, like:

• “3 days after the room is created”
• “2 days after this section is completed”
• “1 day after another action is due/completed”

Why it matters

You don’t need to manually update dates or worry about sequencing. This is great to set up in templates, so that the due dates in each room created from that template adjust automatically.