This week we released a new option for Date Terms that are configured with CRM Variables. Previously, when these terms were initialized with values imported from your CRM, they could not be updated by sales reps.

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With our new option "Allow only the current default value to be selected", Sales Operators and Administrators can decide when these terms are editable by sales reps on a per template basis. When the toggle is enabled, only admins, deal desk managers, and sales managers are allowed to change the date type on deals. When the toggle is disabled, then sales reps will also be able to switch the date type.

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Interested in trying out the new CRM Variable Date Term configuration? Reach out to support@revops.io or over Slack to request enrollment in the Beta.