Skip to content
Log inSign up
Templates
Assign available strategist to client record by workload

Assign available strategist to client record by workload

Your client records often lack an assigned strategist, causing onboarding delays and uneven strategy workloads. This assigns the least-loaded strategist so onboarding starts within minutes.

Assign available strategist to client record by workload

Overview

Manual assignment of strategists slows onboarding and can leave campaigns understaffed. This flow finds the least-loaded strategy resource and writes that owner to the client record so account managers get a designated strategist and onboarding can start within minutes.

Assign available strategist to client record by workload