Introduction

In all relationships, you have to remember and act on certain dates, whether it’s a wedding anniversary or a kid’s birthday. In the case of your client relationship, these milestones are review dates, onboarding events, compliance touchpoints, and more.

The Key Dates feature helps you track those important client milestones directly on account and lead records in Tamarac CRM.

You can enter all key dates manually. Some dates automatically update when you complete related activities in CRM.

By reviewing and maintaining key dates, you can quickly understand where a client or prospect is in their lifecycle and act at the right time.

This article covers how to use key dates in CRM.

Manually update key dates

Account and lead records both include a Key Dates tab where you can manually update key date.

Each field is editable and supports standard date entry. To manually update key dates, you can:

Select the field to enter the date.
Use the calendar and arrows to navigate through and select the desired date. Optionally, select Go to today to automatically update to the current date.

Best Practice

When you manually update key dates, use consistent criteria across your firm to ensure accurate tracking and visibility.

Complete activities to automatically update key dates

When you complete certain activities in Tamarac CRM, related key date fields update automatically on the associated account or lead. All key date fields remain manually editable, even when they’re updated automatically.

Tasks, appointments, and phone calls allow you to select dates that correspond with the key date fields under the Review Dates section of account records.

Once you complete the activity, the corresponding review date will automatically update on the account record. Lead records don't display review dates, so the dates won't reflect on the record until the lead is qualified.

Activities that automatically update key dates

For accounts and leads, each activity automatically updates the following key date fields:

Completed Activity	Key Dates Updated	Record type updated
Phone Call	Last Contacted	Accounts and leads
	Last Call	Accounts and leads
	Review date linked to activity	Accounts
Appointment	Last Contacted	Accounts and leads
	Last Appointment	Accounts and leads
	Review date linked to activity	Accounts
Task	Review date linked to activity	Accounts

For more information, see Documenting Meeting Notes and Completing Appointments.

Review key dates for accounts

Account key dates help you track ongoing client milestones after a relationship is established. You typically use these dates to record reviews, regulatory touchpoints, and other recurring or one‑time events tied to an account.

Use account key dates to:

Monitor review and compliance activities.
Prepare for upcoming client meetings.
Support reporting and audit readiness.

The following key dates are available on account records:

key date type	Field Name	What it helps you track
Client Contact Dates	Last Contacted	When you last connected with the client so you can plan timely follow‑up.
	Last Call	The most recent phone conversation with the client so you know when a follow‑up call may be needed.
	Last Appointment	When you last met with the client, whether virtually or in person, to maintain consistent engagement.
	Next Scheduled Review	When the next client review is scheduled in the future so you can prepare in advance.
	Last Review Request	When a review was last requested from the client to support timely scheduling and communication.
	Meeting Frequency	How often the client is typically scheduled for meetings so you can plan proactive outreach.
	Client Since	When the client agreement was first finalized to understand the start of the formal relationship.
	Agreement Date	When the most recent client agreement was signed to understand when services were last updated.

Review Dates	Last ADV Sent	When the last ADV letter was sent to the client to meet compliance delivery deadlines.
	Last Beneficiary Review	When beneficiary information was last reviewed to support accurate estate planning.
	Last Estate Plan Review	When the client’s estate planning information was last reviewed so you can identify when updates may be needed.
	Last Financial Plan Review	When the client’s financial plan was last reviewed to support ongoing planning conversations.
	Last Goals Review	When the client’s goals were last reviewed to ensure recommendations stay aligned.
	Last Insurance Review	When the client’s insurance coverage was last reviewed so you can identify potential gaps or changes in coverage needs.
	Last IPS Review	When the investment policy statement was last reviewed to confirm investment decisions remain aligned with the client’s objectives and risk profile.
	Last Issue Questionnaire Sent	When an issue questionnaire was last sent to the client to stay current on their needs and concerns.
	Last Privacy Notice Sent	When your firm's privacy notice was last provided to the client to meet compliance delivery deadlines.
	Last Retirement Plan Review	When the client’s retirement plan was last reviewed so you can ensure it remains aligned with their long‑term goals.
	Last Risk Tolerance Review	When the client’s risk tolerance was last reviewed to ensure you revisit risk planning over time.
	Last Tax Review	When the client’s tax information or strategy was last reviewed so you can revisit tax planning as circumstances change.

Review key dates for leads

Lead key dates help you track milestones early in the client lifecycle, before a prospect becomes an account. These dates provide visibility into engagement, qualification, and conversion activity.

Use lead key dates to:

Track prospect engagement over time.
Identify stalled or inactive leads.
Support consistent follow‑up during the sales process.

The following key dates are available on lead records:

Field Name	What it helps you track
Last Contacted	When you last connected with the prospect so you know when follow‑up may be needed.
Last Call	The most recent phone conversation with the prospect so you can plan next steps.
Last Appointment	When you last met with the prospect, whether virtually or in person, to maintain engagement.
Initial Meeting	When the first meeting with the prospect took place so you can gauge progress early in the relationship.
Proposal Presented	When a proposal was presented to the prospect so you can time follow‑up and decision discussions.
Est. Close Date	Your best estimate of when the prospect is expected to become a client so you can prioritize outreach and pipeline activity.

Contents