Update account MRR and term dates in CRM

Subscription changes leave account revenue and term data stale in the CRM, delaying billing and renewals. Keep MRR and term dates current so finance and account owners can bill and forecast.

Update account MRR and term dates in CRM

Overview

Stale subscription revenue in the CRM creates billing friction and weakens renewal readiness. This flow keeps MRR, term dates, and status current on account records so finance and account owners can invoice and forecast accurately within minutes.

Update account MRR and term dates in CRM