Send TAM assignment email after new account won
Send TAM assignment email after new account won
When Director changes on won accounts in the configured segment, your CSMs lack a clear handoff and owner assignment. It sends a concise CSM handoff and TAM assignment so kickoff can start same day.
Overview
When a Director field changes on a newly won account, your CSMs need a crisp handoff immediately; this flow turns scattered opportunity notes into a one-page summary and triggers a TAM assignment request. That means kickoffs begin same day instead of waiting for manual triage.