Notify sales reps when users request account assignment

Sales reps miss assignment requests to active accounts, causing onboarding stalls and unclear ownership. Alerts route requests to the account owner so reps act quickly and onboarding moves forward.

Overview

Unassigned account requests stall onboarding and let competitors get the first response. This workflow routes requests to the account owner and creates ownership tasks so reps take action and onboarding keeps moving. The result is clearer pipeline ownership and far fewer missed follow-ups.

Notable Features

Route requests to account owners
Create ownership tasks for reps
Notify owners via preferred channel