Ops coordinators keep member access dates aligned now

Operations coordinators tagging bundle access see mismatched membership and CRM dates, disrupting support. This flow sets start and 12-month end dates and updates both systems so access is correct.

Overview

Access mismatches create support friction and inaccurate access records. This workflow calculates and writes start and 12-month end dates to both the membership platform and CRM, preventing access mismatches and giving support accurate records; operations teams report fewer access disputes and faster verification.

Notable Features

Calculate start and 12-month end dates
Push dates to CRM and membership
Trigger access verification for support