Capture new non-accelerator client activations for sales ops

Sales ops miss activations when accounts flip to Client but aren't accelerator-backed. This logs those clients to a tracking table so sales ops capture activation sources.

Overview

Missed activation records create reporting gaps and compliance exposure for financial services sales ops. This workflow turns every non-accelerator client activation into a compliance-ready tracking record, restoring visibility and making activation sources available for reporting. With notifications and an audit log, sales ops eliminate ad-hoc spreadsheets and regain reliable activation data.

Notable Features

Create tracking record on type change
Exclude accelerator-backed accounts from logging
Notify sales ops of new activations