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Create alerts and notify managers on rep moves

Create alerts and notify managers on rep moves

Your rep location changes happen without coordinator notice, causing missed handoffs. Managers and marketing receive immediate alerts and a logged ticket so dispatch updates happen before the next shift.

Create alerts and notify managers on rep moves

Overview

When field reps are reassigned, dispatch and public profiles can drift out of sync and coordinators lose critical context. This workflow sends immediate emails to marketing and the rep's manager while logging an assignable alert so updates and dispatch corrections happen before the next shift.

Create alerts and notify managers on rep moves