Ops stop unassigned accounts when contracts turn active

Operations coordinators miss active contracts, leaving accounts unassigned and onboarding delayed. Instant alerts notify reviewers and assign ownership so onboarding starts faster.

Overview

Unassigned active contracts create onboarding bottlenecks and risk revenue leakage for operations and account teams. This workflow routes every newly active contract to reviewers and account owners, eliminating manual monitoring and ensuring onboarding starts faster. Teams report clearer handoffs and fewer missed assignments.

Notable Features

Notify reviewers and account owners
Create review task with checklist
Attach contract link and summary