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Weekly Product Updates (Internal): October 5 – October 11
Updates to default contract terms in the Sales Form and a fix for reactivated account deactivation dates in the SaasOptics sync.
We have updated the Sales Form setup flow with mandatory default contract terms and resolved a SaasOptics synchronization issue to improve operational and financial tracking accuracy.
- Sales, Finance, CS, and Ops teams will now see mandatory contract term fields in the Sales Form, as well as the Trial and Pilot Conversions forms. To prevent accidental month-to-month contract creations, the default term is now set to 3 months for Pilots and 6 months for Customers.
- Fixed: Resolved an issue with the daily SaasOptics sync where the Deactivation Date in the Customer Profile was not wiped upon account reactivation, ensuring the Finance and Ops teams have accurate data for Quotapath sales commission calculations.
