Create lapse log for customers missing report views
Create lapse log for customers missing report views
Customer report-view activity can go untracked, leaving CSMs blind to declining engagement and poor renewal signals. Capture lapses into a central tracker so CSMs can prioritize outreach same day.
Overview
Unseen drops in report engagement silently erode renewal prospects and waste CSM time. This flow captures indicator events into a shared tracker so CSM leaders see at-risk accounts and prioritize outreach same day.