Append tracking dates to customer records for follow-up

Your member records lack calculated tracking and enrollment dates, leading to manual updates and missed outreach. Automated updates keep member records current so managers can follow up same day.

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Overview

When a member becomes a paying customer, their record should immediately show enrollment and days-since-customer so your team can trigger onboarding and offers the same day. This flow removes manual date math and delivers ready-to-act member records within minutes.