Add customer success manager to scoping call invite
Add customer success manager to scoping call invite
Account updates can leave scoping call events without the assigned CSM, making calls less productive. The CSM is added so coordinators have attendee context before calls.
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Overview
Missed CSM attendees leave scoping calls underprepared and create avoidable follow-up work. By adding the assigned customer success manager to the event automatically, your program coordinators and CSMs gain attendee context and reduce last-minute scheduling before client calls.