"I think we renew in November, but procurement handles the notice period." That's the kind of answer I'm trying to find a place for in our CRM. I handle discovery calls, and a comment like that leaves me without a confirmed renewal date or a deadline for giving notice. The day and year aren't specified either. I'd need more information before using it to assess when our deal might close.

My inclination is to keep the quote in the call note and set a task for myself to confirm the renewal date and notice deadline with the buyer. An approved call recording could go through Vomo AI for transcription; I'd check the passage against the audio before copying it into the note. The note would identify who said it and when. I would leave the renewal date field empty until confirmed, and assess our expected close date separately.

The snag is finding these deals again. If the tentative month only lives in notes, a report filtered on renewal dates won't pick it up. Do you use a separate text field for an estimated renewal window and a confirmation status, or rely on tasks until you have an exact date? I don't want to enter November 1 just to satisfy a date field and have that placeholder show up as a customer deadline in someone else's report.