Notify assigned success manager about new journey record

Your journey records can go unnoticed when assigned, delaying onboarding and early outreach. This sends immediate notices to the assigned success manager so handoffs happen same day.

Overview

When new journey records aren’t surfaced to the owner, onboarding stalls and customer outreach windows close. This flow delivers the right record and context to the assigned success manager so handoffs start the same day and outreach SLAs are met.