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Create renewal task for members flagged after payment

Create renewal task for members flagged after payment

Your payments can post while accounts are set to cancel, leaving coordinators without an alert. Create a renewal task so staff can act before the next billing run.

Create renewal task for members flagged after payment

Overview

When payments arrive for accounts flagged to cancel, coordinators need a clear next step and the right context. This flow creates a prioritized task with payment and profile details so staff can reach out and retain members before the next billing run.

Create renewal task for members flagged after payment