Add demo entry date to customer metrics profile
Add demo entry date to customer metrics profile
Your demo bookings arrive without a synced timestamp in analytics, leaving support teams without onboarding context. Support teams gain complete onboarding context the same day.
Overview
When demo dates aren't reflected in your analytics, support and success teams lack the onboarding timeline they need to act. This flow copies demo booking timestamps into the customer metrics profile so managers and agents see the date same day and can prioritize outreach.