Keep fitness retention pipeline updated for inactive members

Retention reps miss canceled members when inactive records stay buried, letting churn go unnoticed. This creates or updates opportunities so reps see cancelled members and follow up.

Overview

Retention reps lose sight of canceled memberships when inactive members aren't surfaced, increasing churn risk. This workflow converts inactive records into tracked opportunities in your member-journey pipeline so reps see cancellations, prioritize outreach, and eliminate missed follow-ups.

Notable Features

Create or update opportunities
Flag inactive members for retention
Send retention alerts immediately