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Reply to "How do you manage Letter of Intent dates for your customers?"

I schedule a task in our CRM system for the first day that the letter can be submitted based on the terms of their lease. When the task is due, I email them a letter addressed to the leasing company stating the client's intent to terminate lease #___ at the end of its initial term. I list the assets by model & serial # that are on that lease & ask that they send return shipping instructions to the appropriate contact once their final payment has been made. I have the client print it on their letterhead, sign it & send it via email & certified mail to the leasing company and the vendor I am replacing. Typically, they receive an email reply from the leasing company within a day or so.
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