Assign transfer manager when planner field is updated
Assign transfer manager when planner field is updated
Prospect account records go unassigned when the planner field changes, leaving campaigns mis-targeted and reports inaccurate. You get correct transfer owner assignments for prospects before campaign runs.
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Overview
Planner changes during the campaign lifecycle often leave prospect accounts unowned and out of segmentation. This flow enforces owner assignment immediately so marketing ops and campaign managers have clean owner data and campaigns run on schedule.