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Update customer target MRR and CS start date

Update customer target MRR and CS start date

Your deals often miss target MRR and CS start dates, creating forecasting gaps. Set target MRR and CS start so revenue ops and CS have kickoff dates and updated forecasts same day.

Update customer target MRR and CS start date

Overview

Inconsistent target MRR and missing CS start dates make forecasting and onboarding slow and inaccurate. This flow finds the deal and account, applies a consistent rule for target values, and writes kickoff dates back to the customer record so revenue ops and CS have reliable data the same day.

Update customer target MRR and CS start date