Notify ops when an opportunity gains an inactive owner
Notify ops when an opportunity gains an inactive owner
When an Opportunity's implementation owner is blank or inactive, you can't start onboarding and handoffs stall, blocking initial setup. It sends alerts to coordinators so reassignment happens same day.
Overview
Inactive or blank implementation owners stall onboarding and leave customers waiting. This flow catches those assignments and notifies your coordinators immediately, so reassignments happen same day and handoffs stay on schedule.