Enjoy greater control over your Opportunities with our new feature! Easily add and manage pre-approval expiry dates within your Opportunities. This enhancement provides a clearer view of your opportunity's life cycle and status, allowing for better application management.

How do I set and use the pre-approval expiry date?

1. Navigate to your CRM.
2. Find your opportunity.
3. Select Details tab from the left-hand panel
4. You can set the pre-approval expiry date by clicking on the new field.

Pre-approval expiry date on the opportunities table

The new pre-approval expiry date is also available on the opportunities table as a new column. This field can be added to the opportunities table and allows you to sort by expiry date. 

How do I add the pre-approval expiry date to the opportunities table?

1. Navigate to your CRM
2. Click on Opportunities from the left-hand menu
3. Click on any of the columns and choose the column customisation tool
4. Check the pre-approval expiry from the menu. This immediately adds the column to your table.
5. Re-arrange the columns by dragging them if required.

Filtering your opportunities based on the pre-approval expiry

This feature has also been set up as a filter so you can now find your Opportunities based on thier pre-approval expiry date.