Send assignment alert for new portal user to team
Send assignment alert for new portal user to team
Your portal user assignment requests arrive without an owner, leaving BizDev unclear and onboarding delayed. The workflow alerts the right rep and provides context so accounts get claimed same day.
Overview
Unassigned portal users create friction for BizDev and slow onboarding. This flow routes each request to the right rep and surfaces contact and portal context, so accounts get claimed and onboarding proceeds the same day.