Attach new account manager record to matching account
Attach new account manager record to matching account
You add account manager records that aren't linked to accounts, leaving onboarding and reports without owner context. It links managers to accounts so coordinators have context same day.
Overview
Disconnected manager records slow onboarding and obscure ownership in reporting. This flow attaches each new manager record to its account automatically, so coordinators and admins get consolidated owner context the same day.