Competitor Monitoring
Get Competitor Customer Settings
Whether Clustr creates renewal tasks in your CRM
GET
Renewal tasks: when a competitor customer becomes
confirmed and it is one of your CRM accounts
(and not already your customer), Clustr can create one task in your CRM for the account owner,
“Find the renewal date: Initech uses Globex”. The task links the evidence, asks the owner to find
out when that contract renews, and quotes the renewal date only if someone already
recorded one. It is due
renewal_task_due_days after Clustr creates it. Each customer gets at most one task.
Off until an admin turns it on with
Update Competitor Customer Settings.
can_edit says whether you may.