IT admins receive weekday alerts for prior-day mandates
IT admins receive weekday alerts for prior-day mandates
IT admins see prior-day mandates go unflagged, leaving account owners unaware and delaying onboarding. Trigger weekday morning alerts so owners acknowledge mandates and onboard customers.
Overview
Missed payment mandates leave account owners unaware and stall onboarding, creating friction between sales and ops. This workflow lets IT deliver weekday morning alerts and CRM records so account owners acknowledge mandates promptly, preventing missed follow-ups and accelerating customer activation.
Notable Features
- Notify account owners each weekday morning
- Lookup prior-day payment mandates
- Create CRM acknowledgement records