Create 30‑day check‑in records for new customer subscriptions

New subscription signups lack a tracked 30‑day check‑in, leaving account teams without timely engagement context. Add each qualifying subscription to a check‑in list so managers have follow‑up ready at day 30.

Create 30‑day check‑in records for new customer subscriptions

Overview

Create 30‑day check‑in records for new customer subscriptions