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Set contact membership expiration from deal close date

Set contact membership expiration from deal close date

You miss membership expiration dates on contacts after purchases, so renewals and billing get delayed. Populate expiration dates automatically so program coordinators can act the same day.

Set contact membership expiration from deal close date

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Overview

Missing or manual expiration dates cause renewal outreach to be mistimed and billing windows to slip. This flow writes a calculated membership expiration into contact records so program coordinators and billing staff have accurate dates for same-day actions.

Set contact membership expiration from deal close date