Sales ops keep support roster accurate after CRM edits

Support agents use stale CSM and owner info, causing misrouted tickets and delayed responses. Sales ops publish CRM changes to the shared support sheet, ensuring agents reference current contacts.

Overview

Outdated CSM and owner data causes misrouted tickets and frustrated support agents. This workflow keeps the shared support sheet aligned with CRM changes so agents always reference current contacts and avoid routing errors. Sales ops gain predictable handoffs and fewer follow-up clarifications.

Notable Features

Update roster from CRM changes
Find and update account rows
Alert support agents on changes