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Visual Schedule of a Mulit year agreement

With some past CRM‘s that I’ve used the only thing I would tweak with Rotor is the ability to only show the first year of services on the agreement schedule when signing up someone for a multi year contract. I feel like it’s a bit extensive for a customer to see 8+ services throughout the course of 24 months or whatever it may be - it can get a little overwhelming. What we typically would do is mention that they’re going use us for whatever the trial period is in the actual agreement contract with just the first year of services shown.

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Comments1

  • Noah Sanches

    Team•

    Jul 26

    Thanks for the feedback Ryan! We have this noted internally and are working on an update for this🫡