Keep CRM subscription statuses accurate for principal consultants

Principal consultants miss canceled subscriptions in payment feeds, causing outreach to churned accounts and stale billing. Keep CRM cancellation fields updated so consultants prioritize retention outreach and reconcile billing quickly.

Overview

Missed cancellation flags cause outreach to churned accounts and create stale billing records that hurt retention and reporting. This workflow keeps cancellation reasons and end dates visible in the CRM so operations and account teams prioritize retention outreach and reconcile billing, removing manual update risk.

Notable Features

Update CRM cancellation fields
Flag canceled accounts for review
Notify operations and success teams