For sales ops: keep AR reps informed on assignments

Sales ops see AR rep changes on deals get missed, causing invoices to be overlooked. Automated alerts tell the assigned AR rep and accounting so invoices are actioned and handoffs happen.

Overview

Unannounced AR assignment changes lead to overlooked invoices and stalled collections; sales ops and finance bear the risk. This workflow notifies the assigned AR rep and accounting and logs the event, eliminating manual chasing, preserving audit trails, and ensuring invoices are acted on.

Notable Features

Notify assigned AR rep and accounting
Include invoice context and link
Alert finance lead on unknown assignee