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Update monthly MRR and ARR in CRM records

Your MRR/ARR snapshot rows go stale, leaving marketing unable to segment locations or set offers. Refresh company revenue fields monthly so campaign and ops teams act with accurate data each month.

Update monthly MRR and ARR in CRM records

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Overview

Stale monthly revenue fields make targeting and budget allocation guesswork for restaurant marketing. This flow refreshes MRR and ARR in company records on the first of each month so marketing ops and campaign owners run segmentation with current revenue data.

Update monthly MRR and ARR in CRM records