Keep client IDs captured for sales ops lookups

Sales ops miss client IDs in incoming events, causing failed lookups and misrouted accounts. This flow saves the client ID on receipt, so account teams can link records immediately.

Overview

Missing client IDs break lookups and misroute accounts, creating manual rework for sales ops and account teams. This workflow ensures every incoming event records the client identifier so account teams can link records immediately and eliminate failed lookups and manual chasing.

Notable Features

Capture client IDs on receipt
Create searchable client records
Notify account teams on issues