Assign available account and update user profile record
Assign available account and update user profile record
Tagged subscribers request accounts but available credentials are unclaimed in your sheet. Assigned credentials are added to the user profile and the sheet is marked occupied, enabling outreach.
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Overview
Manual credential handoffs slow campaign launches and risk double-booking limited inventory. This flow assigns an available credential to a tagged subscriber, records it on the user profile, and marks the inventory row occupied so campaign managers can launch outreach the same day.