Send AM assignment email to new account owner

Your account records changing owner leave new AMs without deal context and revenue visibility. Get assignment emails with recent closed-won metrics and location counts so reps can act same day.

Overview

When account ownership changes, new AMs often inherit accounts without revenue or location context, delaying outreach. This flow delivers a short assignment email with the latest closed-won metrics and an account link so reps can begin prioritized outreach the same day.