Update contact records with subscription yard and invoice
Update contact records with subscription yard and invoice
New subscriptions missing yard or invoice data block reps and billing from finishing onboarding and issuing receipts. It appends yard shortcode and invoice data to the contact so teams can act same day.
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Overview
Missing yard codes and invoice references in subscription records forces manual lookups and slows onboarding and billing. This workflow enriches contact records so revenue ops, billing, and CS can close onboarding and process billing the same day.