Send client reassignment notice and update records on exit
Send client reassignment notice and update records on exit
When consultants depart, client files often lack assigned owners and handoff notes, which delays outreach. Get clients notified and accounts reassigned automatically, ensuring continuity same day.
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Overview
When a consultant leaves, account ownership and client communications often fall to manual work, creating delays and confusion. This flow reassigns accounts, writes a handoff note to the client record, and sends a tailored email so account managers and clients are informed same day.