Activation takes a start date

Activating a client now asks for a start date. Today starts now, a future date schedules the flip, and every locked page offers the same flow.

Sunday, and the activation flow got the one field it was missing.

For our partners

Activating a client now asks for a start date. Leave it on today and the client activates immediately, as before. Pick a future date and the activation is scheduled: the client stays a prospect until that morning, then flips on its own, and the toast says so when you save.

The same picker appears wherever activation is offered. The Activate dialog on the client page has it, and so does the activation prompt you see on any page that is locked for a prospect (Tasks, Reporting, Scope). Marking a discovery as won now carries you straight into that dialog rather than leaving you to find it.

Behind the scenes

When one of our team opens a partner’s workspace to help, they now land on that partner’s own branded address rather than ours. On a screenshare with a partner’s client the URL bar shows the partner, not us. Small, and the kind of thing white label is made of.