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.

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.