Set client trial end date on contact record
Set client trial end date on contact record
Your trial client records lack an explicit end date when trial is marked, leaving coordinators unsure when to follow up. It records the trial end date so staff can act before billing.
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Overview
When trial flags arrive without an expiry, coordinators and billing staff waste time figuring out next steps. This flow computes and writes the trial end date back to the contact record automatically, so your team can act within minutes and before the next billing run.