mirror of
https://github.com/Kaelio/ktx.git
synced 2026-06-22 08:38:08 +02:00
Merge origin/main into rename-knowledge-to-wiki
This commit is contained in:
commit
5831bc0242
84 changed files with 454 additions and 503 deletions
|
|
@ -57,4 +57,4 @@ Always join through `customer.id`. Do not join on `email`.
|
|||
- **Join key:** Always use `customer.id`, never `email`.
|
||||
- **Timezone:** `created_at` and `last_seen_at` are UTC. Confirm whether a question expects UTC or a local business day before filtering.
|
||||
- **Paying vs. all:** `free` customers must be excluded from paying-customer follow-ups. Use `paying_customer_count`, not `customer_count`.
|
||||
- **plan_tier values:** `free`, `pro`, `enterprise`. Note: `pro_plus` is a legacy alias for `growth` in the account/contract layer (see `orbit-plan-segment-normalization`), but `plan_tier` on this table uses `pro` not `pro_plus`.
|
||||
- **plan_tier values:** `free`, `pro`, `enterprise`. Note: use the canonical plan names from the account/contract layer (see `orbit-plan-segment-normalization`); `plan_tier` on this table uses `pro` rather than `growth`.
|
||||
|
|
|
|||
|
|
@ -27,7 +27,7 @@ Sales Ops must complete the handoff **before the first implementation call**. Cu
|
|||
|
||||
| Field | Notes |
|
||||
|---|---|
|
||||
| Current plan | Starter / Growth / Enterprise — use canonical plan name, not legacy aliases |
|
||||
| Current plan | Starter / Growth / Enterprise — use canonical plan name |
|
||||
| Account segment | self_serve / commercial / enterprise (see `orbit-plan-segment-normalization`) |
|
||||
| Contract shape | Term, ARR, any discounts or custom terms |
|
||||
| Renewal contact | Named person on the customer side responsible for renewal |
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue