Mark account approved for transition and notify team
Mark account approved for transition and notify team
Your account transitions often lack an approval date in CRM, delaying CSM assignment and launch readiness. It records the approval date and notifies TAMs and the team channel so work begins same day.
Overview
When an account is approved for transition, this flow stamps the record with an approval date and notifies the assigned TAM and team channel so launch steps stop waiting on manual checks. That means program coordinators can begin setup and CSMs are assigned the same day, reducing handoff friction.